Marybeth Meyer is a CFP-designated registered investment advisor at Bona Fide Wealth, based in Austin, TX, with 14 years of industry experience. Marybeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 41 clients with $100M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.50% |
Fees are negotiable for accounts over $6,000,000.
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Contact
Marybeth Meyer
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bona Fide Wealth
Previous Registrations
Ml&r Wealth Management LLC
Austin Asset
State Registrations1 state
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