Anasuya Meyer
Anasuya Meyer is a CFP-designated registered investment advisor at Jaykay Wealth Advisors, INC., based in Houston, TX, with 11 years of industry experience. Anasuya is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 139 clients with $170M 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 - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25.0M - $30.0M | 0.40% |
| $30M+ | 0.35% |
Fees are negotiable based on client type, account complexity, and asset composition. Household accounts sharing an address are combined if the average account size is at least $1 million.
Fee Estimator
Location
6200 Savoy Dr., #300, Houston, TX, 77036
Get directionsHistory
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
Anasuya operates her LPL business through Jaykay Wealth Advisors Inc, spending the majority of her time on this. She is also an agent for LPL Insurance Associates and Guardian Life Insurance, selling non-variable insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Jaykay Wealth Advisors, INC.
LPL Financial LLCBroker
State Registrations5 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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