Meow Advisory, LLC

Fee-Only (% of Portfolio)

Meow Advisory provides investment advice to high-net-worth individuals, corporations, and other businesses. Meow's advice is limited to cash management investments, including U.S. treasury securities, international sovereign bonds and treasury bills, corporate bonds, money market funds, and certain foreign exchange spot transactions. Clients provide information about their investment objectives and financial situations, and Meow provides a recommended allocation of investments. Clients approve the recommendations on the Meow platform, and Meow has the authority to select the specific securities to fulfill the client's requested trade.

Assets Under Management$1.4B
Clients604
AdvisorsN/A
Avg. per Client$2.3M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Meow Advisory charges a monthly fee based on a percentage of your account. The fee is generally between 0.02% and 0.50% depending on the product. The fees are negotiable and may vary among clients.

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Location

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