Meyers Wealth Management offers investment advice and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also provide financial planning, estate planning, retirement planning, pension consulting, and insurance and liability management at no additional charge. The firm utilizes Schwab Advisor Services and Goldman Sachs Advisor Solutions for clearing and custodial services.
Assets Under Management$1.9B
Clients860
Advisors9
Avg. per Client$2.2M
Avg. per Advisor$210M
Fee Structure
Planning is included in investment management
Meyers Wealth Management charges a percentage of your portfolio's value each quarter, paid in advance. The fee varies depending on the amount you invest:
- $500,000 and Below: 1.50% - 2.00%
- $500,001 – $1,000,000: 1.25% - 1.50%
- $1,000,001 – $2,500,000: 1.00% - 1.25%
- $2,500,001 – $5,000,000: 0.75% - 1.00%
- $5,000,001 and Above: Negotiable
Fees are negotiable and may vary based on the complexity of your account.
Loading...