A complete list of active advisors currently associated with Meera Advisory, L.L.C.
Warmer can help you find a great advisor at Meera Advisory, L.L.C. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Meera Advisory, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Jose, CA
| 3
|
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