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Angela Myers

3 Years of Experience
Evendale, OH
1 DisclosureBroker

Angela Myers is a registered investment advisor at Fifth Third Securities, INC., based in Evendale, OH, with 3 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
918 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.

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

2998 Cunningham Dr, Evendale, OH, 45241

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History

Regulatory History (1)
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Financial
April 2022
Final
Employment History
Current Registrations
Fifth Third Securities, INC.
October 2023 - Present · 2 yrs 7 mos
Fifth Third Securities, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
July 2022 - March 2023 · 8 mos
State Registrations3 states
FLKYOH
AdvisorBrokerBoth

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.