Meyer Gates Financial Advisors offers investment management based on individual client goals and risk tolerance. They create an Investment Policy Statement to guide investment selection. Meyer Gates also provides financial planning services covering areas like taxation, insurance, college planning, and estate planning. These planning services can be obtained on a fixed-fee basis or are included with investment management.
Assets Under Management$150M
Clients163
Advisors3
Avg. per Client$930K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable and may be lower based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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