Alan Myers
Alan Myers is a registered investment advisor at Trails Edge Wealth Advisers, LLC, based in Lakewood Ranch, FL, with 29 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 60 clients with $150M 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 $1.0M | 1.15% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable. Total managed account fee includes Trails Edge's tiered fee and a model manager/strategy and platform fee if the GeoWealth platform is utilized (GeoWealth’s fee portion is non-negotiable).
Fee Estimator
Location
Lakewood Ranch, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alan is a co-trustee of his father's trust, dedicating minimal time to this investment-related activity. Alan is also licensed to sell life and health insurance.
Employment History
Current Registrations
Trails Edge Wealth Advisers, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Credit Suisse Securities (USA) LLCBroker
Credit Suisse Securities (USA) LLC
Deutsche Bank Securities INC.Broker
Deutsche Bank Securities INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Nt Securities LLCBroker
Andover Brokerage, L.L.C.Broker
Ext Electronic Exchange Trading, INC.Broker
Andover Brokerage, L.L.C.Broker
Peters Securities CO., LPBroker
Mesirow Financial, INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations1 state
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.