Meyer Handelman Company LLC fees and pricing

Financial planner in Rye Brook, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 17, 2026, Meyer Handelman Company LLC charges an annual fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $10,000/yr; “Minimum annual fee for new accounts is ten thousand ($10,000) dollars.”

Payment and refund terms, quoted from the fee section of the brochure.

“No fees or compensation are billed in advance.”
“Client fees established by management agreement at agreed-upon annual percentage rate are payable during the last month of each quarter, calculated on client’s account market value on the last day of each previous quarter.”
“Accounts are billed quarterly, with fractional months being billed on a pro-rata basis in the first billing.”

Its annual fee of $10,000 is above the New York median of $6,250. 60% of the 80 other New York planners that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $10,000 minimum fee (stated in brochure)
Clients: 475
Employees: 18
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $3,237,166,026
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 107309
Phone: (914) 939-4060

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