Van Meter Associates offers personalized investment advice, including discretionary and non-discretionary portfolio management. They work with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy. They also offer consulting services on an hourly fee basis, covering retirement planning and investment planning.
Assets Under Management$16M
Clients5
Advisors2
Avg. per Client$3.2M
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable, especially for accounts over $2,000,000. For qualified clients, there is an option to reduce the percentage of assets under management fee and be charged a performance fee of 20% calculated annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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