Van Meter Associates, LLC

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Client assets under management

$1,268,600

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$317,150

About

Van Meter Associates provides portfolio management and financial planning to individuals and corporations. The firm offers both discretionary and non‑discretionary management, custom and model portfolios, primarily recommends equity securities and exchange‑traded funds, and charges percentage‑of‑assets fees; as of March 29, 2023 it reported managing about $15.1 million in discretionary client assets.

The firm gathers suitability information at onboarding to tailor investment strategies and monitors accounts with at least monthly internal reviews and rebalancing as needed. Its stated methods include fundamental analysis, long‑ and short‑term purchases, options and margin trading when appropriate, and one principal describes applying a technical filter to fundamental analysis to adjust portfolio risk over time.

Noteworthy details in the brochure include the principals’ prior registered‑representative experience and the firm’s explicit relationships with several broker‑dealers for trade execution and research, which it discusses alongside its custody and brokerage practices. The brochure also documents a standard AUM fee schedule and an option to adopt a 20% performance fee for qualifying clients under Rule 205‑3, and it lists only individuals and corporations as client types without highlighting a high‑net‑worth or institutional client focus.

Client services

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Percentage

$250,000 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% Over $2,000,000+: Negotiable

Project-based

$250 per hour, negotiable

Performance-based

20% performance fee for qualified clients with net worth over $1,500,000 or assets under management at least $750,000, calculated annually, compliant with SEC Rule 205-3

Other

Account minimum: $500,000

Most active in

Iowa

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

3129330777

Advisors at this firm

Clarke V

Series 63, Series 65

Delhi, IA

Van Meter Associates, LLC

Clarke Vanmeter is a financial advisor with Van Meter Associates, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Van Meter Associates since 2006 and has provided advisory services under his own name since 2004. Van Meter Associates offers portfolio management and financial planning to individuals and corporations, managing approximately $15.1 million in discretionary client assets. The firm uses a combination of fundamental analysis and technical filters, providing both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds.

Options & derivatives strategies Active portfolio management

Michael V

Series 63, Series 65

Delhi, IA

Van Meter Associates, LLC

Michael Van Meter is a financial advisor at Van Meter Associates, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Van Meter Associates since 2005, as well as VMF Capital since 2003. Van Meter Associates provides portfolio management and financial planning services to individuals and corporations, offering both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds. The firm employs fundamental analysis combined with technical filters to adjust portfolio risk and conducts regular account reviews and rebalancing.

Options & derivatives strategies Active portfolio management

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