Meraki Advisors offers investment management services, primarily using a long-only equity strategy. They focus on identifying undervalued businesses and invest in equities, ETFs, and closed-end funds, using options. Meraki also provides financial services and portfolio allocation/management services to a select group of clients, including recommending other advisors. Clients work with Meraki to develop an investment policy statement.
Assets Under Management$24M
Clients37
Advisors1
Avg. per Client$640K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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