Assets Under Management
$279.6M
Number of Clients
179
Number of Advisors
5
Average Client AUM
$1.6M
AUM per Advisor
$55.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Meira Wealth offers personalized financial planning and investment management. Planning covers net worth, cash flow, investments, tax, retirement, insurance, and estate planning. Investment management is based on an Investment Policy Statement and includes periodic reporting, rebalancing, and tax-loss harvesting. They may recommend alternative investments.
| Assets Under Management | 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.
121 Alhambra Plaza, Suite 1000, Coral Gables, FL, 33134