Messmer Capital Advisors provides investment management services, 401(k) and retirement plan investment advice, and financial planning services. Financial planning includes estate planning and asset protection. Clients with specific needs can have tailored portfolios. Clients may request restrictions on investments in certain securities. Messmer Capital Advisors may recommend other advisors and their investment models.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.65% |
Messmer Capital Advisors reserves the right to discount fees. A select group of clients have accounts or may have accounts in the future that are managed by Third Party Money Managers. These accounts are charged additional management fees. The combined fee of a Third Party Money Manager and Messmer Capital Advisors will not exceed 2%.