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Brett Meyer

Advisor at Towle & Co

Updated today
Towle & Co logo

Firm

Towle & Co

Location

Larkspur, CA

Credentials

CFA®

Industry experience

3 years

About

Brett Meyer is a CFA® charterholder with three years of industry experience. He currently serves as an advisor at Towle & Co., where he has worked since 2025. Prior to this, he spent twelve years at Artisan Partners. Outside of his advisory role, he is the founder and sole proprietor of Monarch Grove, a headhunting service specializing in asset management professionals. Towle & Co. provides discretionary equity portfolio management primarily to high-net-worth individuals and institutional clients, focusing on a long-only, small-cap value investment approach. The firm manages a range of accounts, including separately managed accounts and pooled investment vehicles, and incorporates tax-loss harvesting and customized client guidelines into its investment process.

Client services

Based on Towle & Co

Portfolio management

Expertise

Based on Towle & Co

Active portfolio management Tax-loss harvesting Passive / index investing

Fee options

Percentage

$0 - $25 million: 1.00% annually $25 million - $50 million: 0.90% annually $50 million+: 0.80% annually $0 - $10 million: 0.35% annually $10 million - $20 million: 0.30% annually $20 million - $30 million: 0.25% annually $30 million - $40 million: 0.20% annually $40 million+: 0.15% annually

Performance-based

Performance-based fees may be charged by certain Partnerships as disclosed in offering documents; Towle may negotiate such fees with other qualified clients.

Other

Account minimum: $3,000,000 for Towle Value separately managed accounts; $5,000,000 for Towle I/O separately managed accounts (both may be waived or lowered at Towle's discretion) Fee-only: Management fees and performance-based fees as disclosed; no commissions or 12b-1 fees accepted

Location

Larkspur, CA

Most active in

California · Colorado

Work history

Towle & Co.

2025 - Present (1 year)

Artisan Partners

2013 - 2025 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gary L

Series 63, Series 65

San Francisco, CA

Leonard Jr., Gary A.

Options & derivatives strategies Active portfolio management
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Lydia I

Series 65

Oakland, CA

FM Capital Group

Private / alternative investments Founder/Business Owner
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Shailesh P

Series 66

San Francisco, CA

Patel Capital Management

Tax-loss harvesting ESG / Sustainable investing
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John B

Series 63, Series 65

Novato, CA

Baughman Financial Group

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Executive

Maureen R

CFP®

San Francisco, CA

BridgeLane Financial

It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.

Charitable giving tax strategies Charitable giving & philanthropy Founder/Business Owner Executive Work/Life Balance Gen X (Born 1965-1980)

Carmetta J

CFP®

San Francisco, CA

Joyner Financial Planning LLC

As a Certified Financial Planner®, my goal is to help you take charge of your finances without the lecture—just practical advice. My approach provides the tools and know-how to handle your money like a pro—no spreadsheets required (unless you’re into that sort of thing). You’ll walk away making confident financial decisions without second-guessing yourself. You’ll get a custom financial plan made just for you by a CFP® professional—but we don’t just hand it over and wish you luck. We’ll help you actually put it into action, so it doesn’t just gather digital dust.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies African Americans/Black Young Professionals Sandwich Generation Gen Y/Millennials (Born 1980-1995)
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