KG Meyer, P.C. provides investment management and financial planning services, including retirement planning, cash flow planning, education planning, and estate planning. KG Meyer, P.C. works with clients from all walks of life, helping them manage their finances and position investments to meet their objectives. KG Meyer, P.C. will work with your accountant, attorney, and other professional advisors to help you make informed decisions about your financial affairs.
Assets Under Management$850K
Clients12
Advisors1
Avg. per Client$71K
Avg. per Advisor$850K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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