Miura Investment Advisors, INC

Fee-Only (% of Portfolio)

MIURA Investment Advisors provides investment advice to clients, assisting them in choosing investment objectives and managers, setting investment restrictions, explaining strategies, and answering questions. MIURA enters into agreements with mutual funds to offer asset allocation and management services. MIURA uses long-term and short-term investing strategies based on client needs.

Assets Under Management$390M
Clients191
Advisors8
Avg. per Client$2.1M
Avg. per Advisor$49M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

MIURA Investment Advisors charges an annual fee based on a percentage of the value of the assets they manage. This fee ranges from 0.50% to 2.5% of the account balance. The exact fee is negotiable and stated in the client agreement. Fees are billed quarterly, in arrears, based on the average portfolio value at the end of each month for that quarter. The custodian deducts the fees directly from the account with client authorization.

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Location

8 Advisors at this firm

Miura Investment Advisors, INC | TrueAdvisor