Our Fees

ASSET MANAGEMENT:


Meyers Financial Services Inc. offers discretionary asset management services to advisory Clients. The fees for these services will be based on a percentage of Assets Under Management. The fee will not exceed 1.5%. This arrangement will be inclusive of any financial planning and consulting services.

Our fees are very competitive in the marketplace and we provide excellent quality of service that includes Financial Planning. 


AD HOC FINANCIAL PLANNING and CONSULTING:

Financial Planning and Consulting Services are offered based on an hourly rate of $400 and fixed fee ranging between $3,000 and $20,000 based on complexity and unique Client needs.

ONGOING FINANCIAL COACHING & FINANCIAL CHECK-UP:


Financial Coaching & Financial Check-up Services are offered at $250-$575 per month. 

CLIENT PAYMENT OF FEES:

  • Investment management fees are billed monthly in advance, meaning we bill you at the beginning of the month. Fees are usually deducted from a designated Client account to
    facilitate billing. The client must consent in advance to direct debiting of their investment account.
  • Financial Planning Fees are due upon commencement of the agreement.
  • Financial Coaching fees are billed monthly in advance.
Client Centered

Client Centered

Request a 30 Minute Phone Consultation

All it takes is 30 minutes on the phone to decide if we would be a good fit to work together. There’s no obligation and no pressure. Contact us at (707) 935-1124 to schedule your appointment.

We look forward to speaking with you!

Book an Appointment