Meyer Gates Financial Advisors Fees & Minimum

Overview

Headquarters: West Chester, OH
Total Firm Assets: $169 million
Average High-Net-Worth Client Portfolio Size: $3.0 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: FORM ADV PART 2A (2026-04-01) · View brochure text
Latest filing: FORM ADV PART 2B (2026-04-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.25%
$500,001	$1,000,000	1.00%
$1,000,001	$2,000,000	0.75%
$2,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,250	1.12%
$5 million	$33,750	0.68%
$10 million	$58,750	0.59%
$50 million	$258,750	0.52%
$100 million	$508,750	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 72.26%
Number of High-Net-Worth Clients: 40
Total Client Accounts: 448
Discretionary Accounts: 448

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number: 125046

FORM ADV PART 2A (2026-04-01) (fee schedule source) · View brochure text
FORM ADV PART 2B (2026-04-01) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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