Meyer Handelman Company LLC

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Assets Under Management

$2.9B

Number of Clients

439

Number of Advisors

N/A

Avg. Portfolio per Client

$6.7M

Avg. Managed per Advisor

N/A

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Meyer Handelman Company LLC offers investment management and financial planning services to high-net-worth individuals, trusts, and charitable foundations. In addition to managing investment portfolios, Meyer Handelman provides estate administration and business counsel. The firm's members develop investment guidelines based on client goals, risk tolerance, and financial circumstances. Client accounts are reviewed regularly to ensure they align with established investment guidelines.

Fee Structure

Minimum Investment:$10M

Investment management only (planning not offered)

Minimum Annual Fee:$10,000

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.00%

Fees are negotiable, with no fee greater than 1.5% per annum. Minimum annual fee for new accounts is $10,000.

Fee Estimator

Your Portfolio Value

$500K

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Estimated Annual Fee

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Areas of Practice

Investment ManagementEstate PlanningFinancial Planning & CoachingHigh Net Worth

Location

800 Westchester Avenue, Suite S-618, Rye Brook, NY, 10573-1373

0 Advisors at this firm

No advisors found for this firm.