Miura Investment Advisors, INC

Fee-Only (% of Portfolio)

MIURA Investment Advisors manages investment portfolios and provides asset allocation services for individuals and corporations, with a strong focus on offshore and non-United States clients. MIURA Investment Advisors works with clients to establish investment objectives, select appropriate managers or investments, and explain portfolio strategies. Rather than making trades automatically, MIURA Investment Advisors operates on a non-traditional basis where client approval is required for transactions. The firm may also recommend independent third-party investment managers. In addition to standard portfolio management fees, MIURA Investment Advisors may charge performance-based fees for qualified clients who meet specific net worth requirements, ranging from 5% to 20% of capital gains. The firm works closely with its broker-dealer affiliate, Miura Capital, to provide comprehensive financial services.

Assets Under Management$390M
Clients191
Advisors9
Avg. per Client$2.1M
Avg. per Advisor$44M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Annual asset management fees range from 0.50% to 2.50% of the account balance. Fees are billed quarterly in arrears and are negotiable based on asset size, investment range, and complexity. A one-time $250 setup fee applies. Performance fees of 5% to 20% of gains may apply for qualified clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9 Advisors at this firm