Thomas Meyer Investment Management (TMIM) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. TMIM creates an Investment Policy Statement outlining the client’s situation and constructs a plan to select a suitable portfolio. TMIM primarily recommends equities but may use other securities to diversify portfolios. TMIM uses a third-party platform to manage held-away assets, such as defined contribution plan participant accounts.
Assets Under Management$1.8M
Clients9
Advisors1
Avg. per Client$200K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable. Fixed income assets are charged 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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