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Geri Mira

Arax Advisory Partners
32 Years of Experience
Bloomfield Hills, MI
Broker
View SEC Summary
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Geri Mira is a registered investment advisor at Arax Advisory Partners, based in Bloomfield Hills, MI, with 32 years of industry experience. Geri is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B in assets under management.

Arax Advisory Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
15,662 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

40705 Woodward Avenue, Suite 100, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Geri works as a Senior Associate at Transcend Capital Advisors, a Registered Investment Advisor (RIA). This role takes up a full-time commitment.

Employment History
Current Registrations
Arax Advisory Partners
August 2026 - Present · 2 mos
Transcend Capital Advisors, LLC
August 2023 - Present · 3 yrs 2 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
January 2011 - January 2022 · 11 yrs
UBS Financial Services INC.
October 2004 - December 2007 · 3 yrs 2 mos
UBS Financial Services INC.Broker
March 1996 - January 2022 · 25 yrs 10 mos
Smith Barney INC.Broker
August 1993 - March 1996 · 2 yrs 7 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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