LM

Luther Charles Meythaler

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
76 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$876.5M

Fee Structure

Financial Planning:Investment management only

Fees are individually negotiated and can be structured as a percentage of investable assets. For the Funds, management fees typically range from 1% to 2% and are calculated and paid quarterly in advance. For fee-only investment management fiduciary and non-fiduciary services, fees typically range from 0.10% to 1.0% for ERISA plans and 0.10% to 2.0% for SMAs, billed in arrears at the end of each calendar quarter.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

1445 Ross Avenue, Suite 2700, Dallas, TX, 75202

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Luther is a director at Biowave Corporation since 2004, dedicating minimal time. He also serves as a consultant and potential expert witness for Meythaler Consulting LLC, taking about 10-20% of his time.

Employment History
Current Registrations
Commerce Street Investment Management
October 2020 - Present · 5 yrs 3 mos
Commerce Street Capital, LLC
October 2020 - Present · 5 yrs 3 mos
Commerce Street Capital, LLCBroker
October 2020 - Present · 5 yrs 3 mos
Previous Registrations
Mgi Funds Distributors, LLCBroker
January 2020 - March 2020 · 2 mos
Mmc Securities LLC
June 2011 - December 2019 · 8 yrs 6 mos
Mmc Securities LLCBroker
June 2011 - December 2019 · 8 yrs 6 mos
Shepherd Kaplan LLC
October 2009 - January 2011 · 1 yr 3 mos
Fred Alger & Company, IncorporatedBroker
September 2004 - January 2009 · 4 yrs 4 mos
Aeltus Capital, INCBroker
March 1999 - November 2003 · 4 yrs 8 mos
New England Funds, L.P.Broker
May 1995 - May 1997 · 2 yrs
Sei Financial Services CompanyBroker
October 1987 - June 1993 · 5 yrs 8 mos
State Registrations9 states
CTGAMIMONCNJNYTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.