Rubina Hossain is a CFP-designated registered investment advisor at Meira Wealth, based in Palm Beach Gardens, FL, with 5 years of industry experience. Rubina 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
Palm Beach Gardens, FL
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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
Rubina is an author/editor responding to media inquiries on financial planning topics, dedicating a few hours per week. She also volunteers providing pro-bono financial advice and planning to various organizations, including Savvy Ladies and Minority Wealth Gap, and volunteers with the CFP Board.
Employment History
Current Registrations
Meira Wealth
Previous Registrations
Raymond James Financial Services Advisors, INC
State Registrations2 states
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
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