Paul Meyer is a registered investment advisor at Aegis Capital CORP., based in Edina, MN, with 27 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,083 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aegis Capital Corp. charges a fee based on a percentage of the assets they manage for you.
If most transaction costs are charged to you:
- First $250,000 - maximum 2.50% per year
- Next $750,000 - maximum 2.25% per year
- Over $1,000,000 - maximum 2.00% per year
If most transaction costs are charged to Aegis:
- First $250,000 - maximum 3.00% per year
- Next $750,000 - maximum 2.75% per year
- Over $1,000,000 - maximum 2.50% per year
The fee can be charged in one of three ways: Floating Rate, Incremental Rate, or Fixed Rate, as specified in your client agreement. The amount of the fee may be negotiable.
Location
Edina, MN
Get directionsHistory
Regulatory History (5)
Employment Separation After Allegations
December 2025Regulatory
December 2025Customer Dispute
December 2022Customer Dispute
November 2022Customer Dispute
October 2022Other Business Activities
Paul owns rental property managed by Downtown Resource Group, dedicating minimal time to it. He is also a director for the Trans-Mississippi Golf Association, a charitable institution, spending minimal time on related duties.
Employment History
Current Registrations
Aegis Capital CORP.
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
State Registrations4 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.