Mirica Wealth offers financial planning on topics like retirement, risk management, college savings, and estate planning. They also provide investment advisory services, managing client portfolios based on their individual needs and risk tolerance. Financial planning involves a comprehensive evaluation of a client's current and future financial state. They also offer comprehensive financial planning for a monthly fee.
Fee Structure
Mirica Wealth charges a percentage of your portfolio's value each year for investment advisory services. The exact percentage is negotiable and depends on the amount of assets they manage. The annual fee is calculated based on the value of your portfolio at the end of the previous month and is paid monthly. The total annual fees charged by Mirica Wealth will never exceed 2.0% of the value of your portfolio.