Meyerowitz Investment Management offers investment advice, securities, insurance, and other financial services. The firm focuses on developing and implementing investment strategies to build and preserve wealth for individuals, high net worth individuals, corporations, and small businesses. Meyerowitz Investment Management emphasizes long-term relationships with clients.
Assets Under Management$7.3M
Clients16
Advisors1
Avg. per Client$460K
Avg. per Advisor$7.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable. A flat fee may also be negotiated as long as it does not exceed our fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...