Myers Asset Management LLC offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement outlining the client's situation and construct a plan to select a suitable portfolio. Myers Asset Management generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs. Clients may impose restrictions on investments based on their values or beliefs.
Assets Under Management$19M
Clients28
Advisors1
Avg. per Client$680K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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