Meeks Capital offers financial solutions including portfolio management, portfolio monitoring, and financial planning. They focus on understanding your life goals and developing economic solutions that reflect your definition of true wealth. Meeks Capital creates diversified portfolios using ETFs, mutual funds, stocks, and bonds, and may recommend third-party money managers. Financial planning covers various areas like retirement, taxes, insurance, and estate planning.
Assets Under Management$22M
Clients68
Advisors1
Avg. per Client$330K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.30% |
Fees are negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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