Top financial advisors in Show Low, AZ
We’ve curated a list of the best financial advisors in Show Low, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$146,872,899
Number of advisors
1 advisors
| $146,872,899 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Show Low, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Show Low. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Meixler Investment Management, Ltd.
Meixler Investment Management, Ltd. is an independent investment adviser established in 2013, located in Show Low, AZ. The firm specializes in providing a range of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and various business entities. Led by Michael Meixler, who brings 30 years of experience, the firm offers comprehensive portfolio management services, including financial planning and consulting. Investment strategies employed include long-term purchases, short-term purchases, trading, short sales, margin transactions, and options. Meixler Investment Management manages $189,656,766 on a discretionary basis as of December 31st, 2024. The firm charges annual fees based on a negotiated percentage of assets under management, not exceeding 1.70%, billed quarterly in advance. Clients have the option to place reasonable restrictions on investments. The firm acts as a fiduciary and does not accept performance-based fees. Clients are encouraged to review account statements provided by the qualified custodian, Charles Schwab & Co., Inc., and have the ability to direct brokerage. The firm conducts quarterly reviews of client accounts, votes client proxies, and maintains high ethical standards outlined in its Code of Ethics. Meixler Investment Management does not have any disciplinary events to disclose and does not provide cash or non-cash compensation for client referrals.
$146,872,899 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Show Low, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Show Low. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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