MMeyer Consulting, operating as Life.Money.Balance., offers comprehensive financial planning and coaching services on a continuing engagement basis. These services include analyzing a client's financial history, thought processes around money, and notable life experiences. The firm also provides discretionary investment management services for clients who select the Financial Concierge service tier. The firm may also offer group education courses and send periodic newsletters.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | Included |
| $3M+ | 0.50% |
The flat fee of $30,000 includes discretionary investment management on up to $3,000,000 in client assets. Assets exceeding $3,000,000 are billed at an additional annual rate of 0.50%. Total annual fees (flat + asset-based) will not exceed $100,000 per client household.