Advisor at Metz Capital Management LLC
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Firm
Metz Capital Management LLC
Location
Lewes, DE 19958
Credentials
Series 65
Industry experience
26 years
Andrew Metz is the principal of Metz Capital Management LLC in Lewes, Delaware, with 26 years of industry experience. He holds a Series 65 designation and has led his firm since its founding in 1999. Metz Capital Management provides discretionary investment supervisory services and fee-based financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $86 million in client assets, offering portfolio management and comprehensive planning with a focus on diversified allocations primarily using no-load mutual funds, ETFs, individual equities, and fixed income securities.
Based on Metz Capital Management LLC
Up to $10,000 for comprehensive financial planning, negotiable based on complexity
$0 - $5,000,000: 0.35% per quarter (equivalent to 1.4% annually) $5,000,000+: 0.25% per quarter (equivalent to 1.0% annually)
$175 per hour for consultation services; $250-$500 per hour for financial planning consultations
439 Kings Highway
Lewes, DE 19958
Delaware
Metz Capital Management LLC
1999 - Present (27 years)
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