Meera Advisory, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meera Advisory, LLC is an independent registered investment adviser that provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients. The firm prepares individualized Investment Policy Statements and advises across equities, mutual funds, ETFs, commodities, and options.
The firm’s process emphasizes fundamental analysis, documented risk tolerance, and a mix of long‑ and short‑term trading with options strategies; accounts are generally managed on a discretionary basis and reviewed at least quarterly. Meera seeks best execution and requires clients to custody assets with a designated broker‑dealer (Interactive Brokers LLC).
Notably, Meera accepts performance‑based fees for qualified clients—structured as a share of capital appreciation with a high‑water‑mark mechanism—which is uncommon for a solo, independent adviser. The combination of a very small client roster and AUM, active use of options (including uncovered strategies), and a performance‑fee option distinguishes the firm from many peers.
Client services
Expertise
Fee options
Financial planning fees negotiated between $200 and $500.
$0 - $999,999: 0.50% $1,000,000 - $1,999,999: 0.45% $2,000,000+: 0.40%
Qualified clients pay 1.00% AUM annually plus 10.00% performance fee on capital appreciation with high-water mark.
Main office
San Jose CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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