Meira Wealth offers personalized financial planning and investment management services. Financial planning includes net worth statements, cash flow management, tax planning, insurance review, retirement planning, and estate planning. Investment management involves selecting investments based on a client's Investment Policy Statement, periodic reporting, rebalancing, and tax-loss harvesting. Meira Wealth may recommend alternative investments to certain clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
The Investment Management fee can be influenced by several factors and may change. Current client relationships may exist where the fees are higher or lower than the fee schedule above. Occasionally, various related client accounts may be grouped together to qualify for reduced advisory fees.