Andrew Meyer
Andrew Meyer is a registered investment advisor at Rockefeller Capital Management, based in San Francisco, CA, with 19 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 50,292 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Non-discretionary investment advisory and consulting fees are negotiable and max out at 2% of assets under management. Retirement plan services charge up to 1.25% with a $5,000 minimum annual fee.
Fee Estimator
Location
Two Embarcadero Center, Suite 2320, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2002Customer Dispute
February 2002Customer Dispute
October 2001Employment History
Current Registrations
Rockefeller Capital Management
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Deutsche Banc Alex. Brown INC.Broker
Db Alex. Brown LLCBroker
Alex. Brown & Sons IncorporatedBroker
State Registrations21 states
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
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