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Meyer Financial Services, Inc.
Naperville, Illinois
Meyer Financial Services, Inc., a small investment advisory firm based out of Naperville, IL, is dedicated to providing personalized financial solutions to its clients. With over 100 individual clients, they oversee an impressive $118,619,000 in assets under management. Despite 401K and individual accounts comprising less than 30% of their portfolio, Meyer Financial Services, Inc. possesses the expertise to effectively manage employer funds.
Impressively, 66% of the assets under their management are discretionary, a testament to their ability to make astute investment decisions. Their compensation structure is diverse, encompassi...see more
Assets Under Mgmt
$118.62M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Meyer Financial Services, Inc.
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