Meyers Wealth Management provides financial planning and investment advice to individuals, families, trusts, retirement plans, and businesses. As a fee-only firm, Meyers Wealth Management does not sell financial products or receive commissions. They offer both hourly financial planning and portfolio management services, which include investment selection and management. Meyers Wealth Management has discretionary authority to make trades without client consent.
Assets Under Management$82M
Clients38
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$82M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
All fees and minimums are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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