Top financial advisors in Coral Cables, FL
We’ve curated a list of the best financial advisors in Coral Cables, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$223,404,863
Number of advisors
7 advisors
| $223,404,863 | 7 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Coral Cables, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Coral Cables. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Meira
Meira Wealth is a registered investment adviser founded in 1997, previously known as Linda S. Lubitz, CFP®, PA, and now operating as Meira Wealth. The firm offers personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Initial financial planning services are fee-based, calculated as a percentage of the client's adjusted Net Worth, with a minimum fee of $2,000. Investment management services are fee-based, with fees based on a percentage of assets under management, starting at 1.0% for the first $2,000,000. The firm primarily invests in no-load mutual funds and exchange-traded funds, with a focus on active and passive management styles. Meira Wealth follows Modern Portfolio Theory and emphasizes long-term investment strategies. The firm does not accept performance-based fees, engage in side-by-side management, or vote client securities. Clients have the option to grant discretionary authority for trading, and the firm has a Business Continuity Plan in place to address various disaster scenarios. For additional information or questions, clients can contact Linda Lubitz Boone, CFP®, the Chief Compliance Officer.
$223,404,863 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Coral Cables, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Coral Cables. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.