Meyer Gates Financial Advisors is a registered investment advisor based in West Chester, Ohio, offering personalized investment management and financial planning services. The firm builds globally diversified portfolios using mutual funds and exchange-traded funds, tailored to each client's specific goals, time horizon, and risk tolerance through an investment policy statement. In addition to ongoing portfolio management, Meyer Gates provides comprehensive financial planning covering cash flow management, retirement planning, tax strategies, estate planning, education funding, and insurance reviews. The firm primarily works with individuals, families, pension and profit-sharing plans, trusts, estates, and small businesses.
Fee Structure
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. Current client relationships may have higher or lower rates based on historical relationships, asset types, or anticipated future assets.