Advisor at Meyers Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Meyers Wealth Management, LLC
Location
Kiawah Island, SC
Credentials
Series 63, Series 65
Industry experience
40 years
Robert Meyers is a financial advisor with Meyers Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Meyers serves as a trustee for family trusts. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.61 billion using individualized investment plans, employing strategies such as tactical asset allocation and value investing, and offers services including financial and estate planning, retirement plan advisory, and insurance guidance.
Based on Meyers Wealth Management, LLC
Based on Meyers Wealth Management, LLC
$0 - $500,000: 1.75% - 2.00% $500,001 - $1,000,000: 1.50% - 1.75% $1,000,001 - $2,500,000: 1.25% - 1.50% $2,500,001 - $5,000,000: 1.00% - 1.25% $5,000,001+: 1.00% and Below
Fee-only: Fee based on percentage of assets under management as per tiered schedule; no commissions for advisory services
Kiawah Island, SC
Ohio · South Carolina
Meyers Wealth Management, LLC
2017 - Present (9 years)
Wells Fargo Clearing
2016 - 2017 (1 year)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Charleston, SC
Kaizen Wealth Management, LLC
CFP®, Series 63, Series 65
Mount Pleasant, SC
Baker Asset Management, LLC
CFP®, Series 63, Series 65
Mt. Pleasant, SC
Oak Capital Advisors, LLC
CFA®, Series 63
Johns Island, SC
LCV Advisors LLC
Series 65, Series 66
Johns Island, SC
Baker Wealth Advisors, LLC.
Series 63, Series 65
Charleston, SC
Carolopolis Fiduciary Counsel, Inc.
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