Myers Capital Management offers ongoing management of client portfolios and financial planning services. They help clients select third-party money managers on the AssetMark platform. They also construct portfolios in variable annuities and 529 college accounts. Financial planning services include custom financial life plans, retirement life plans, annual reviews, and hourly consultations.
Assets Under Management$500K
Clients110
Advisors1
Avg. per Client$4.5K
Avg. per Advisor$500K
www.myerscapitalmanagement.com ·www.linkedin.com/in/paul-myers-59411b14 ·www.facebook.com/myerscapitalmanagement
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.05% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.35% |
| $1M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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