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Robert Meyers

Meyers Wealth Management, LLC
40 Years of Experience
Kiawah Island, SC
11 Disclosures
View SEC Summary
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Robert Meyers is a registered investment advisor at Meyers Wealth Management, LLC, based in Kiawah Island, SC, with 40 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 860 clients with $1.9B in assets under management.

Meyers Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
860 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.9B

Fee Structure

Planning is included in investment management

Meyers Wealth Management charges a percentage of your portfolio's value each quarter, paid in advance. The fee varies depending on the amount you invest:

  • $500,000 and Below: 1.50% - 2.00%
  • $500,001 – $1,000,000: 1.25% - 1.50%
  • $1,000,001 – $2,500,000: 1.00% - 1.25%
  • $2,500,001 – $5,000,000: 0.75% - 1.00%
  • $5,000,001 and Above: Negotiable

Fees are negotiable and may vary based on the complexity of your account.

View Full SEC Brochure

Location

Kiawah Island, SC

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History

Regulatory History (11)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2019
Final
Employment Separation After Allegations
October 2017
Customer Dispute
August 2005
Denied
Customer Dispute
May 2004
Denied
Customer Dispute
November 1998
Withdrawn
Customer Dispute
May 1998
Settled
Customer Dispute
July 1993
Settled
Customer Dispute
June 1993
Award / Judgment
Customer Dispute
February 1988
Settled
Employment Separation After Allegations
November 1987
Customer Dispute
July 1987
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert is a partner in farmland in Charleston, SC, and a part-owner of Meyford LLC and Mana Kiawah LLC, both real estate ventures. He also serves as a trustee for his children's trusts; none of these activities require any of Robert's time.

Employment History
Current Registrations
Meyers Wealth Management, LLC
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2007 - November 2017 · 10 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
July 2007 - November 2017 · 10 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - July 2007 · 1 yr 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2006 - July 2007 · 1 yr 4 mos
Advest, INC.
April 2003 - March 2006 · 2 yrs 11 mos
Advest, INC.Broker
April 1990 - March 2006 · 15 yrs 11 mos
Blunt Ellis & Loewi IncorporatedBroker
January 1988 - April 1990 · 2 yrs 3 mos
Shearson Lehman Brothers INC.Broker
September 1987 - December 1987 · 3 mos
Prudential-Bache Securities INC.Broker
October 1985 - October 1987 · 2 yrs
State Registrations2 states
OHSC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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