Overview
- Headquarters
- Coral Gables, FL
- Total Firm Assets
- $318 million
- Average High-Net-Worth Client Portfolio Size
- $2.8 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: MEIRA WEALTH_PART 2A BROCHURE SUPPLEMENT (2025-08-30)
· View brochure text
Latest filing: MEIRA WEALTH_PART 2A BROCHURE SUPPLEMENT (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.70% |
| $5,000,001 | $10,000,000 | 0.40% |
| $10,000,001 | and above | 0.25% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $41,000 | 0.82% |
| $10 million | $61,000 | 0.61% |
| $50 million | $161,000 | 0.32% |
| $100 million | $286,000 | 0.29% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 79.79%
- Number of High-Net-Worth Clients
- 91
- Total Client Accounts
- 782
- Discretionary Accounts
- 782
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 108648
- MEIRA WEALTH_PART 2A BROCHURE SUPPLEMENT (2026-03-31) · View brochure text
- MEIRA WEALTH_PART 2A BROCHURE SUPPLEMENT (2025-08-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗