Meixler Investment Management, LTD.

Fee-Only (% of Portfolio)

Meixler Investment Management provides investment management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and limited liability companies. Meixler Investment Management creates investment plans based on clients' financial situations, goals, and risk tolerance. The firm manages client accounts, reviews them regularly, and rebalances them as needed.

Assets Under Management$190M
Clients551
Advisors1
Avg. per Client$340K
Avg. per Advisor$190M

Fee Structure

Planning is included in investment management

Meixler Investment Management's fee for managing your investments is a percentage of the value of your account, and the specific percentage is negotiated with each client. The fee will not exceed 1.70% annually. Fees are billed quarterly, in advance, based on the value of your account on the last day of the previous quarter. Fees may be negotiable.

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Location

1 Advisors at this firm

Meixler Investment Management, LTD. | TrueAdvisor