A complete list of active advisors currently associated with Van Meter Associates, LLC
Warmer can help you find a great advisor at Van Meter Associates, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Van Meter Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Delhi, IA
| 28
| |
Delhi, IA
| 19
|
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