Meraki Advisors LLC manages investment portfolios for individuals and high-net-worth clients, primarily using a long-only equity strategy focused on North American operators, exchange-traded funds, preferred equity, closed-end funds, and options. Meraki Advisors works with clients to establish an investment policy statement tailored to their risk tolerance, objectives, and time horizon. In addition to investment management, Meraki Advisors offers financial consulting and creates financial plans upon request, as well as portfolio allocation services and research on third-party investment managers. Michael Sepulveda serves as the founder and managing director of Meraki Advisors, which is registered as an investment advisor in the State of Texas.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally 1.50% annually, but may be negotiated or charged as a fixed fee.