James Meert
James Meert is a registered investment advisor at Apple Tree Asset Management, LLC, based in Fort Wayne, IN, with 25 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,095 clients with $130M 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 $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.75% |
An administrative fee of 0.25% is charged in addition to the management fee. Management fee is negotiable based on the size of the account. The client may aggregate accounts to achieve a lower management fee.
Fee Estimator
Location
4321 Flagstaff Cove, Fort Wayne, IN, 46815
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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
James is a state-registered investment advisor and an independent insurance agent for various companies, spending nearly full-time on these activities. He is also an investment adviser representative at Apple Tree Asset Management, dedicating about 10-20% of his time, and a town council board member, spending minimal time.
Employment History
Current Registrations
Apple Tree Asset Management, LLC
Previous Registrations
Meert/ Zoller Financial Group
Meert/ Zoller Financial Group
American Equity Investment CorporationBroker
Securities Service Network, INC.Broker
Cambridge Investment Research, INC.Broker
A. G. Edwards & Sons, INC.Broker
Edward JonesBroker
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.