Meira Wealth
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
About This Firm
Meira Wealth provides personalized financial planning and investment management services. Financial plans cover net worth, cash flow, investments, tax planning, retirement, insurance, and estate planning. Investment management is based on an Investment Policy Statement and includes periodic reporting and rebalancing.
Fee Structure
AUM-Based Fees (Tiered)
| 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 including the composition of the account, the nature of the account, the existence of related accounts, the source of the account, the complexity of the account and when the account was established, and as a result, may change. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Meira Wealth is a fee-only firm. Financial planning fees are based on a percentage of net worth, with a $2,000 minimum. Investment management fees are based on a percentage of assets managed, with a $5,000 minimum annual fee. Investment management fees 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. The fees that a client pays to our firm for Investment Management Services are separate and distinct from the fees and expenses charged by mutual funds or exchange traded funds.
Areas of Practice
Location
121 Alhambra Plaza, Suite 1000, Coral Gables, FL, 33134