Alan Myers is a CFA-designated registered investment advisor at Aerie Capital Management, based in Baltimore, MD, with 4 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 90 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.88% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.63% |
| $1M+ | 0.50% |
Fees are negotiable. Aerie Capital charges 0.50% per year for advice/investment management of clients’ qualified plan accounts.
Fee Estimator
Location
Baltimore, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aerie Capital Management
State Registrations2 states
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