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Bill Messner Contrarian Investment Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,711,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
32
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
HighAverage account size
$84,719
About
Bill Messner Contrarian Investment Advisory, LLC provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and state or municipal entities, and also accepts pension and profit-sharing plan clients. Advisory services routinely cover goal setting, cash flow and tax planning, insurance review, retirement and estate planning, education funding, and implementation of investment recommendations.
The firm follows a strategic asset-allocation, core-and-satellite approach, using passively managed index funds and ETFs as the core and selectively adding active funds or strategies as satellites, documented in a written investment policy statement and often implemented on a discretionary basis. Portfolios may include a broad range of instruments — including leveraged and inverse ETFs, options, margin, and other complex products that require active monitoring — and the firm offers discretionary management options for employer retirement plans with separate log‑ins when available.
Compared with many independent advisors, the firm’s brochure discloses several uncommon features: it provides portfolio management to institutional clients and offers pension consulting and employer retirement-plan management, and it reports state or municipal clients. The brochure also contains a disciplinary disclosure: a December 7, 2018 consent agreement with the Pennsylvania Department of Banking and Securities concerning a failure to file a GAAP balance sheet, resulting in a $10,000 administrative assessment, which the firm discloses to prospective clients.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Cash flow / budgeting
Passive / index investing
Fee options
Financial planning fees range from $500 to $5,000 (project-based); One-time retirement plan service up to $1,000.
$0.01 - $2,000,000: Up to 2.00% $2,000,001 - $5,000,000: Up to 1.00% $5,000,001+: Up to 0.75%
Up to $250.00 per hour for limited scope engagements and follow-on implementation work.
Account minimum: $100,000.00 Fee-only: Financial planning fees typically range from $500 to $5,000; Hourly planning engagements up to $250 per hour; One-time non-discretionary retirement plan service up to $1,000.
Main office location
Bill Messner Contrarian Investment Advisory, LLC
New Castle PA, United States
Number of offices
1
Most active in
Bill Messner Contrarian Investment Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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