LM
LM

Lowell Glaser Miller

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible InvestingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
2,083 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M0.75%
$2.0M - $4.0M0.60%
$4M+0.50%

In certain circumstances, the annual fee may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

324 Upper Byrdcliffe Road, Woodstock, NY, 12498

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Lowell is a director at Flex Funds. This activity is not investment-related.

Employment History
Current Registrations
Miller Howard Investments INC
November 2002 - Present · 23 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.