Susanne Meyer
Susanne Meyer is a registered investment advisor at Nicholson Meyer Capital Management, INC., based in Kansas City, MO, with 16 years of industry experience. Susanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 268 clients with $340M 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 - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
In some situations, a fixed fee may be negotiated, not to exceed 1.00% of managed assets.
Fee Estimator
Location
4600 Madison Avenue, Suite 150, Kansas City, MO, 64112
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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 →Other Business Activities
Susanne is a current member of the Investment Committee for the Women's Foundation of Greater Kansas City, a foundation benefiting women and girls. Her duties relate to investment oversight and require minimal time.
Employment History
Current Registrations
Nicholson Meyer Capital Management, INC.
State Registrations2 states
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