Reid Miller is a registered investment advisor at Monte Capital Group LLC, based in Villanova, PA, with 13 years of industry experience. Reid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monte Capital charges a percentage of the value of your investments.
For most client accounts, the annual fee is 2% of the account value, charged quarterly. For certain other client accounts, fees are negotiable and can be:
- 1.0% annually for a standard mix of investments
- 1.5% annually for investing on margin and/or using option overlay strategies
For a quantitative investment approach with hedged option-based positions, the annual fee is negotiable and up to 5%, but the total fees on all assets managed will not exceed 3%.
Location
800 Lancaster Ave, Suite 118 - Mailstop 113 - Tolentine Hall, Villanova, PA, 19085
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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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Reid is an adjunct professor at Villanova University, teaching finance-related courses since 2016, dedicating a few hours per week during the semesters he teaches. Reid also owns Engin Partners LLC, a financial engineering consulting firm, dedicating a few hours per week to managing the consulting team.
Employment History
Current Registrations
Monte Capital Group LLC
Millergroup Investments LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.