Meyer Capital Group
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Overview
Meyer Capital Group operates as a financial advisory firm located in Marlton, New Jersey. It has $1.5 billion in assets under management across 2,306 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). The firm has a small group, including 10 financial advisors. Meyer Capital Group is not a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as bonds, options and stocks.
Meyer Capital Group manages 2,043 of the company's client assets on a discretionary basis. Discretionary management means that buy and sell judgments for the client's account are made by a portfolio manager without needing client permission. It also has 263 non-discretionary accounts totaling $491.0 million in AUM. The firm administers an average of $643,539 in assets for each customer account. The average financial advisor at Meyer Capital Group oversees about 231 client accounts.
The company's headquarters is located at 525 Route 73N, Suite 312, Marlton, New Jersey 8053. The company is legally allowed to provide services to clients throughout 21 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Meyer Capital Group by the Numbers
$1.5 billion
18
2,306
$643.5 thousand
Products and Services
Meyer Capital Group provides a number of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. In the last financial year, it provided 1-10 of its clients with financial planning services. The firm is not engaged in selling products or offering services aside from investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically depend on which services the firm provides the client. Fee types charged by Meyer Capital Group most likely include any blend of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Meyer Capital Group.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It caters to retail investors, high net worth investors, pension plans and corporations. Out of its 2,306 accounts, Meyer Capital Group's largest client by number of accounts is retail investors, though it also manages money for 165 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 20.17%
- Other Individuals - 74.45%
- Corporations - 5.38%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Meyer Capital Group does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Meyer Capital Group
Marlton, NJ
Marlton, NJ
Marlton, NJ
Marlton, NJ
Marlton, NJ
Marlton, NJ
Marlton, NJ
Marlton, NJ
Marlton, NJ
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