Thomas Meyer is a registered investment advisor at Thomas Meyer Investments, based in Leander, TX, with 24 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $1.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable. Fixed income assets are charged 0.50% annually.
Fee Estimator
Location
Leander, TX
Get directionsHistory
Regulatory History (4)
Regulatory
August 2012Criminal
August 2006Customer Dispute
February 2005Employment Separation After Allegations
November 2004Other Business Activities
Thomas owns AlgoTrendTraders, an investment newsletter published weekly on Substack since 2021. He spends minimal time during trading hours and a few hours per week outside trading hours on this activity.
Employment History
Current Registrations
Thomas Meyer Investments
Previous Registrations
Turner Capital Investments, LLC
Turner Capital Investments, LLC
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
Independent Financial Group, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.