Linda Boone is a CFP-designated registered investment advisor at Meira Wealth, based in Coral Gables, FL, with 26 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 3 more. Their firm serves 179 clients with $280M 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 $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.
Fee Estimator
Location
121 Alhambra Plaza, Suite 1000, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Linda receives royalties from a book she wrote in 2004 about investment policy statements. She also serves as a trustee for the History Miami Endowment Committee, dedicating minimal time each week to selecting investment managers for the endowment funds.
Employment History
Current Registrations
Meira Wealth
Previous Registrations
Mosaic Financial Partners, INC.
State Registrations1 state
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