Miros Wealth offers asset management with ongoing supervision of client accounts, financial planning to address financial concerns and goals, and consulting services for specific areas of concern. Miros Wealth also provides life and health insurance products. Miros Wealth specializes in retirement planning, investment, insurance, and wealth management, tailoring services to individual client needs.
Assets Under Management$4.4M
Clients17
Advisors1
Avg. per Client$260K
Avg. per Advisor$4.4M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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