Michael Meara is a registered investment advisor at Rbf Wealth Advisors, based in St. Louis, MO, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,289 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $750K | 2.25% |
| $750K - $2.0M | 1.75% |
| $2M+ | 1.50% |
Advisory fees may be discounted depending on the type of service provided, account size, and investment objectives.
Fee Estimator
Location
680 Craig Road, Suite 201, St. Louis, MO, 63141
Get directionsHistory
Regulatory History (1)
Financial
December 2016Other Business Activities
Michael owns Miguel 2016 LLC, a non-investment related legal entity established for personal tax/accounting purposes.
Employment History
Current Registrations
Rbf Wealth Advisors
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Nexus Wealth Advisors, LLC
Pacific Mountain Advisors, INC.
Pacific Mountain Advisors, INC.
Ascend Financial Services, INC.Broker
Cutter and Company Brokerage, INC.Broker
Walnut Street Securities, INC.Broker
Sma Equities, INC.Broker
Ids Marketing CorporationBroker
Ids Financial Services INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.