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Michael Meter

27 Years of Experience
Delhi, IA

Michael Meter is a registered investment advisor at Van Meter Associates, LLC, based in Delhi, IA, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5 clients with $16M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
5 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$16.2M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $2.0M1.00%
$2M+1.00%

Fees are negotiable, especially for accounts over $2,000,000. For qualified clients, there is an option to reduce the percentage of assets under management fee and be charged a performance fee of 20% calculated annually.

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

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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Other Business Activities

Michael works full-time for VMF Capital LLC, providing investment advisory services.

Employment History
Current Registrations
Van Meter Associates, LLC
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Van Meter Associates, LLC
May 2005 - December 2021 · 16 yrs 7 mos
Vmf Capital
November 2003 - January 2006 · 2 yrs 2 mos
Vmf Capital LLC
July 1998 - December 2003 · 5 yrs 5 mos
State Registrations1 state
IA
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.
Michael Meter - Financial Advisor | TrueAdvisor