We operate on a fee-only basis. This means that we are paid only and directly by our clients. We don't get commissions for selling products nor do we have financial or other incentive to prefer one product over another - we recommend only the products that we believe are the best for our clients.
Our charges for specific services depend on the services in question. Many of our clients simply wanted a one-off review of their retirement portfolios, integrating both the options available to them via employer 401k plans as well as their IRA and other outside investments.
For ongoing advice and management of a portfolio, the fees are a fixed percentage of the assets managed.
Fixed-fee projects such as a comprehensive financial plan are priced based upon an estimate of the amount of time expected to complete the project.
We also work on an hourly consultation basis. All fees are negotiable at the sole discretion of Meyers Wealth Management.