Luther Meythaler is a registered investment advisor at Commerce Street Investment Management, based in Raleigh, NC, with 32 years of industry experience. Luther operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 76 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commerce Street Investment Advisor (CSIA) provides investment management services to private funds, with management fees typically ranging from 1% to 2%, calculated and paid quarterly in advance. For fee-only investment management services for retirement plans, fees typically range from 0.10% to 1.0% and are negotiated with the plan sponsor. Similar services for Separately Managed Accounts (SMAs) are negotiated individually and may range from 0.10% to 2.0%. These fees are billed in arrears at the end of each calendar quarter.
Location
Raleigh, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Luther is a director at Biowave Corporation since 2004, dedicating minimal time. He also serves as a consultant and potential expert witness for Meythaler Consulting LLC, taking about 10-20% of his time.
Employment History
Current Registrations
Commerce Street Investment Management
Commerce Street Capital, LLC
Commerce Street Capital, LLCBroker
Previous Registrations
Mgi Funds Distributors, LLCBroker
Mmc Securities LLC
Mmc Securities LLCBroker
Shepherd Kaplan LLC
Fred Alger & Company, IncorporatedBroker
Aeltus Capital, INCBroker
New England Funds, L.P.Broker
Sei Financial Services CompanyBroker
State Registrations9 states
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