Thomas Meyer Investment Management is an investment advisory firm founded in 2023 and based in Leander, Texas. The firm primarily offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. Thomas Meyer Investment Management creates a personalized investment policy statement for every client and uses technical analysis and algorithmic trading strategies to manage portfolios, frequently recommending equities along with mutual funds and fixed income securities. The firm manages assets on a discretionary basis, meaning they have the authority to make trades without asking the client first, and also manages held-away retirement accounts using a third-party platform. Thomas Meyer Investment Management serves individuals, high-net-worth individuals, and business entities, and does not have an account minimum.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.85% |
Fixed income assets are charged at an annual rate of 0.50%. Fees are generally negotiable.