Meira Wealth is an independent registered investment advisor located in Coral Gables, Florida. The firm offers personalized financial planning and investment management services to individuals, families, business owners, trusts, and estates. Meira Wealth builds diversified portfolios primarily using no-load mutual funds, exchange-traded funds, and occasionally alternative investments such as private funds, interval funds, and real estate investment trusts, following Modern Portfolio Theory. The firm also offers access to an estate planning technology platform and online financial tools. Meira Wealth operates on a fee-only basis, meaning they do not sell commission-based products or receive third-party kickbacks, ensuring their advice remains objective.
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.