James Meyers is a registered investment advisor at Laffer Tengler Investments, INC., based in Scottsdale, AZ, with 4 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 276 clients with $800M 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 $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees for accounts over $20,000,000 are negotiable. Wrap fee program advisory portions generally range from 0.20% to 0.55%.
Fee Estimator
Location
6730 N. Scottsdale Road, Suite 230, Scottsdale, AZ, 85253
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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 →Employment History
Current Registrations
Laffer Tengler Investments, INC.
Previous Registrations
The Herbst Group, LLC
State Registrations2 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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