Meera Advisory, L.L.C.

Overview

Meera Advisory, L.L.C. is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm is individually owned and uses a mix of fee structures — percentage of AUM, fixed fees and performance-based fees — to serve a compact client roster. Investment activity is concentrated in publicly traded equities, with an explicit preference for exchange-traded instruments. The firm does not position itself as an ESG investor, multi-state adviser, pension consultant or capital allocator; its business is tightly scoped around direct advisory and planning relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices