Meta Wealth Advisory offers wealth management services, including investment management and financial planning. They help clients establish financial goals and values, and provide advice on areas like cash flow, college savings, employee benefits, estate planning, insurance, investments, and retirement planning. Meta Wealth Advisory also offers tax preparation services. They primarily advise on stocks, bonds, mutual funds, and ETFs.
Assets Under Management$170M
Clients81
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.95% |
| $3M+ | 0.65% |
Fees are negotiable. Accounts of members of the same household may be aggregated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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