Lee Miller is a CFP-designated registered investment advisor at Miller Capital Management, INC., based in Bethesda, MD, with 23 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 1 more. Their firm serves 9 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Location
4905 Del Ray Avenue, Suite 308, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lee is the principal in a public accounting practice, spending about half of his time on it. He also serves on the board of directors of a charitable foundation as Vice President and Treasurer, and as trustee of several trusts.
Employment History
Current Registrations
Miller Capital Management, INC.
Previous Registrations
Miller Capital Management, INC.
State Registrations1 state
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.