Meyers Financial Services Inc., operating as Sonoma Valley Wealth Management, provides financial planning and investment management services tailored to individual client needs. Services include asset management, retirement planning, and financial consulting. Lillian Meyers, the firm's owner, has been in the financial services industry since 1989 and offers services through her insurance and tax businesses as well.
Assets Under Management$28M
Clients56
Advisors2
Avg. per Client$510K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$300K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. This arrangement will be inclusive of any financial planning and consulting services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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