Meche and Associates, LLC offers investment advisory services, including reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Meche and Associates may recommend a third-party advisor to manage client assets. The firm provides both discretionary and non-discretionary investment advisory services.
Assets Under Management$9.2M
Clients96
Advisors2
Avg. per Client$96K
Avg. per Advisor$4.6M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable at Meche and Associates' discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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