Clinton Mccalla is a CFP-designated registered investment advisor at Meira Wealth, based in Coral Gables, FL, with 11 years of industry experience. Clinton 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
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
Clinton is a volunteer committee member for the Lake Travis Independent School District CLASS Committee since September 2024, providing feedback on policies. The committee meets quarterly.
Employment History
Current Registrations
Meira Wealth
Previous Registrations
Hightower Advisors, LLC
Fisher Investments
Wealth Planning Company of Texas
The Lubitz Financial Group
D.R. Saur Financial, 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.