Meyer Handelman Company LLC offers continuous investment management services, primarily for high-net-worth individuals, trusts, and charitable foundations. The firm also provides estate administration, business counsel, and financial planning, integrating these services with their investment advisory business. Investment guidelines are developed based on client goals, risk tolerance, and financial circumstances. Client accounts are reviewed regularly to ensure they align with established guidelines.
Assets Under Management$2.9B
Clients439
AdvisorsN/A
Avg. per Client$6.7M
Avg. per AdvisorN/A
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, but will not exceed 1.5% per annum. Minimum annual fee for new accounts is $10,000. Fixed annual-rate fees may be agreed upon under special circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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