Mark Miller is a CFA-designated registered investment advisor at Miller Capital, based in Troy, MI, with 15 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 76 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Miller Capital offers investment management services where they make investment decisions for you. The annual fee is a percentage of your portfolio, and it varies depending on the type of investments (All Equity or Balanced vs. Fixed Income) and the amount you invest.
For All Equity or Balanced portfolios:
- First $2.5 million: 0.90% per year
- Next $2.5 million: 0.80% per year
- Next $2.5 million: 0.70% per year
- Next $2.5 million: 0.60% per year
- Above $10 million: 0.50% per year
For Fixed Income portfolios:
- First $2.5 million: 0.50% per year
- Next $2.5 million: 0.45% per year
- Next $2.5 million: 0.40% per year
- Next $2.5 million: 0.35% per year
- Above $10 million: 0.30% per year
Miller Capital also offers investment advice services where they provide recommendations that you implement yourself. The annual fee is a percentage of your portfolio, and it varies depending on the type of service (Complete vs. Limited) and the amount you invest.
For Complete Portfolio Analysis & Consulting:
- First $2.5 million: 0.80% per year
- Next $2.5 million: 0.70% per year
- Next $2.5 million: 0.60% per year
- Next $2.5 million: 0.50% per year
- Above $10 million: 0.40% per year
For Limited Portfolio Analysis & Consulting:
- First $2.5 million: 0.60% per year
- Next $2.5 million: 0.55% per year
- Next $2.5 million: 0.50% per year
- Next $2.5 million: 0.45% per year
- Above $10 million: 0.35% per year
Miller Capital also offers Asset Allocation Management services where they make investment decisions for you. The annual fee is a percentage of your portfolio, and it varies depending on the amount you invest.
For Asset Allocation Management:
- First $2.5 million: 0.80% per year
- Next $2.5 million: 0.70% per year
- Next $2.5 million: 0.60% per year
- Next $2.5 million: 0.50% per year
- Above $10 million: 0.40% per year
Location
5600 New King Drive, Suite 220, Troy, MI, 48098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Mark serves as a co-trustee for several trusts, including personal family trusts, dedicating a few hours per week to planning, trading, and monitoring. Miller Capital permits qualified professionals to serve in fiduciary roles under specific conditions, considering it a personal service of the professional.
Employment History
Current Registrations
Miller Capital
State Registrations1 state
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