How does the advisor help clients – Key Takeaways:
Meyer Capital Management LLC is a well-respected financial advisory firm that specializes in providing personalized wealth management services to its clients. With a team of experienced and knowledgeable advisors, the firm is dedicated to helping individuals, families, and small businesses achieve their financial goals through customized investment strategies and comprehensive financial planning.
Here are some key takeaways on how Meyer Capital Management helps its clients:
- Personalized approach: The firm understands that each client has unique financial needs and goals. Therefore, they create customized financial plans tailored to each client’s specific situation.
- Holistic view of finances: Meyer Capital Management takes a holistic view of its clients’ finances, taking into account factors such as risk tolerance, time horizon, and tax implications.
- Expertise in investment management: The firm has a team of experienced investment managers who are well-versed in the intricacies of the market and can create diversified investment portfolios to help clients reach their financial objectives.
- Comprehensive financial planning: In addition to investment management, Meyer Capital Management offers comprehensive financial planning services, including retirement planning, estate planning, tax planning, and insurance planning.
- Client education: The firm believes in educating its clients about the importance of financial planning and investment management and helping them make informed decisions about their money.
Facts and Insights
Since its inception in 1984, Meyer Capital Management LLC has built a reputation for providing top-notch financial services to its clients. Here are some interesting facts and insights about the firm:
- As of 2021, Meyer Capital Management has approximately $800 million in assets under management.
- The firm has a team of 12 advisors, with over 150 years of combined experience in the financial services industry.
- They have been in business for over 35 years, providing financial planning and investment management services to clients across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1984 | $800 million | 12 |
Financial Services Offered
Meyer Capital Management LLC offers a comprehensive range of financial services to help clients achieve their financial goals. Some of the services provided by the firm include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Portfolio Analysis and Review
- College Planning
- Educational Seminars
Client Types
Meyer Capital Management serves a diverse group of clients, including:
- High-net-worth individuals
- Small business owners
- Retirees
- Individuals and families
- Fiduciary accounts
Fees & Compensation
As a fee-only advisory firm, Meyer Capital Management charges an annual fee based on a percentage of the assets under management. This fee is fully transparent, and there are no hidden costs. This fee structure aligns the interests of the firm with those of its clients, as the firm’s compensation is directly tied to the performance of the client’s portfolio.
Background
Meyer Capital Management was founded in 1984 by Ronald F. Meyer, who has over 50 years of experience in the financial industry. The firm is located in Marlton, New Jersey, and has a team of experienced advisors who are dedicated to providing top-quality financial services to clients.
Financial Advisor Disclosures to Know
Meyer Capital Management LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, the firm is required to provide transparency about any potential conflicts of interest and any past disciplinary actions. Here are a few