Meyer Financial Advisors offers advice on cash flow, college funding, retirement, risk management, estate and tax planning. They also manage investment portfolios. Meyer Financial Advisors provides educational workshops and seminars. Financial plans are customized and can be broad-based or focused on specific areas. The firm manages portfolios on a discretionary or non-discretionary basis.
Assets Under Management$18M
Clients14
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable and may be reduced or waived for associates, family, or pre-existing relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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