Myra Wealth

Fee-Only (% of Portfolio)Fixed/Hourly

MYRA Advisors provides investment management, financial planning, and consulting services through its online platform. Services are offered via free (30-day trial) and paid subscriptions. Paid subscriptions are available for non-accredited and accredited individuals and households. The platform also offers educational resources, account aggregation tools, and access to tax services and other unaffiliated service providers.

Assets Under Management$65M
Clients59
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$65M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$25
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $3.0M1.00%
$3.0M - $4.0M0.75%
$4.0M - $5.0M0.50%
$5M+0.25%

These fees apply to clients with a paid subscription. Clients on the free subscription pay 1.50% on all assets under management.

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

1 Advisors at this firm