Meira Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$305,521,413
Clients
179
Advisors
5
across 2 offices
About
Meira Wealth provides personalized, fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages roughly $318 million in discretionary client assets and operates with a team of five advisors.
The firm combines passive and active management within a Modern Portfolio Theory framework, documenting client objectives in Investment Policy Statements and typically managing accounts on a discretionary basis. Portfolios are implemented primarily with mutual funds and ETFs but may include individual equities, options and futures, and, notably for some separately managed accounts, the use of derivatives and borrowing (margin) as part of its strategies; the firm also evaluates and recommends alternative investments such as private funds, interval funds, and REITs when suitable.
Meira Wealth’s operations rely on several third‑party platforms and service providers — including an estate‑planning technology platform (Vanilla Technologies), the eMoney client portal, an outside portfolio consultant (Helios), trading/rebalancing support from Advisor Logistics, and fee administration by MTO Financial Services. The brochure discloses a recent consolidation of ownership under a single holding entity and operational practices such as Courtesy Accounts and standing transfer authorizations that may distinguish the firm from many peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fee up to $5,000 for estate planning technology service (may be waived at firm's discretion).
$0 - $2,000,000: 1.0% annually (Investment Management) $2,000,001 - $5,000,000: 0.7% annually (Investment Management) $5,000,001 - $10,000,000: 0.6% annually (Investment Management) $10,000,001 - $20,000,000: 0.5% annually (Investment Management) $20,000,001+: 0.4% annually (Investment Management)
Hourly consulting fees available upon request (specific rates not disclosed).
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for Investment Management Services; $2,000 minimum fee for Financial Planning Services Fee-only: Strictly fee-only; no commissions or other compensation accepted.
Main office
See office121 Alhambra Plaza, Suite 1000
Coral Gables FL 33134
Advisors at this office
4
Offices (2)
Most active in
California · Colorado · Florida · Georgia · New Hampshire · New York · North Carolina · Texas
Also doing business as
Linda S. Lubitz, Cfp Pa · Linda S. Lubitz, Cfp®, Pa · Lubitz Linda S Cfp Pa · Meira · Meira Wealth · Meirawealth.Com · The Lubitz Financial Group
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.
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Advisors at this firm
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