Meera Advisory provides ongoing portfolio management based on your goals, time horizon, and risk tolerance. They create an investment policy statement for each client. Financial planning services cover investments, insurance, taxes, retirement, college, and debt. Meera Advisory primarily recommends equities but may use other securities to diversify your portfolio.
Assets Under Management$4.7M
Clients7
Advisors1
Avg. per Client$670K
Avg. per Advisor$4.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2M+ | 0.40% |
Fees are negotiable. Qualified clients may pay an annual fee of 1.00% of assets under management along with a 10.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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