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