James Meyer is a CFA-designated registered investment advisor at Tower Bridge Advisors, based in West Conshohocken, PA, with 24 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 807 clients with $1.5B 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 | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.45% |
Minimum annual fee is $5,000 and is negotiable.
Fee Estimator
Location
300 Barr Harbor Drive, Suite 705, West Conshohocken, PA, 19428-2075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tower Bridge Advisors
State Registrations1 state
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