CM
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Christopher Meyer

10 Years of Experience
Littleton, CO

Christopher Meyer is a registered investment advisor at Meritor Capital, based in Littleton, CO, with 10 years of industry experience. Christopher 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 4 more. Their firm serves 6 clients with $29M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$28.8M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $6.0M0.60%
$6.0M - $10.0M0.40%
$10M+0.36%

The advisory fee is normally calculated as a percentage (%) of the average daily market value during the quarter that the Client’s assets are managed by Meritor Capital. The fee schedule is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2549 West Main Street, Suite 201, Littleton, CO, 80120

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Meritor Capital
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Innovest Portfolio Solutions LLC
September 2015 - February 2021 · 5 yrs 5 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
Christopher Meyer - Financial Advisor | TrueAdvisor