Merryfield Barnes, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$112,873,322
Total clients
202
21% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
101
Average account size
$558,779
Client services
Fee options
Fixed fees generally range from $1,500 to $30,000 for financial planning and consulting services
$0 - $500,000: 2.00% for Equities, ETFs, Options $500,001 - $1,000,000: 1.75% for Equities, ETFs, Options $1,000,001 - $5,000,000: 1.00% for Equities, ETFs, Options Above $5,000,000+: Negotiable for Equities, ETFs, Options $0 - $500,000: 1.75% for Corporate, Sovereign Debt, High-Yield Bonds $500,001 - $1,000,000: 1.50% for Corporate, Sovereign Debt, High-Yield Bonds $1,000,001 - $5,000,000: 1.00% for Corporate, Sovereign Debt, High-Yield Bonds Above $5,000,000+: Negotiable for Corporate, Sovereign Debt, High-Yield Bonds $0 - $5,000,000: 0.20% for Municipal Bonds $5,000,001 - $10,000,000: 0.17% for Municipal Bonds Above $10,000,000+: 0.15% for Municipal Bonds $0 - $1,000,000: 1.40% for Mutual Funds Above $1,000,000+: 1.00% for Mutual Funds
Hourly fees generally range from $500 to $1000 depending on the level and scope of services
Fee-only: Fixed fees generally range from $1,500 to $30,000 for financial planning and consulting services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Merryfield Barnes, LLC
202 East State Street, Suite 301
Ithaca NY 14850, United States
Number of offices
1
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