Meera Meyer is a CFP-designated registered investment advisor at Life.money.balance., based in Boulder, CO, with 7 years of industry experience. Meera operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 12 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | Included |
| $3M+ | 0.50% |
The flat fee of $30,000 includes discretionary investment management on up to $3,000,000 in client assets. Assets exceeding $3,000,000 are billed at an additional annual rate of 0.50%. Total annual fees (flat + asset-based) will not exceed $100,000 per client household.
Fee Estimator
Location
4818 Hopkins Place, Boulder, CO, 80301
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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 →Employment History
Current Registrations
Life.money.balance.
Previous Registrations
Dunston Financial Group, LLC
Bsw Wealth Partners
State Registrations1 state
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