Allison Meers
Allison Meers is a CFP-designated registered investment advisor at Pebble Valley Wealth Management, based in Western Springs, IL, with 4 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 96 clients with $110M 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 | 0.75% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.45% |
This fee schedule is for "Investment Management Only" services. The firm also offers "Comprehensive Financial Planning with Investment Management" with a different fee schedule (1.00% of the first $1,000,000, then 0.75% of the next $2,000,000, then 0.50% of the remaining balances). Fees may be negotiable.
Fee Estimator
Contact
Allison Meers
Location
4365 Lawn Avenue, Suite 5, Western Springs, IL, 60558
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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
Pebble Valley Wealth Management
State Registrations3 states
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