Linda Boone is a CFP-designated registered investment advisor at Meira Wealth, based in Coral Gables, FL, with 27 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 183 clients with $320M 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 | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Older client relationships or accounts with specific complexities may be subject to different fee schedules. Household aggregation may be used to group related accounts for reduced fees.
Fee Estimator
Location
121 Alhambra Plaza, Suite 1000, Coral Gables, FL, 33134
Get directionsHistory
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jorge Padilla, CFPMeira Wealth
- Catalina Franco-Cicero, CFPMeira Wealth
- William Neubauer, CFPComprehensive Money Management Services LLC
- Molly Baumberger, CFPEton Advisors
- Daniel Orona, CFPStonewealth Advisors, LLC
- Katherine Sojo-Trujillo, CFPEvensky & Katz/foldes Wealth Management