Sean Miller is a registered investment advisor at Miller Asset Solutions LLC, based in Charlottesville, VA, with 15 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 41 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.70% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable above $10 million in assets. Firm also offers a performance-based fee schedule: 0.70% on the first $3 million and 0.50% on the next $2 million, negotiable above $5 million, plus 20% of net profits, assessed annually on the first $5 million of assets. This option requires minimum assets of $1,000,000 or a minimum net worth of $2,000,000, and has a $5,625 minimum annual fee.
Fee Estimator
Location
Charlottesville, VA
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Miller Asset Solutions LLC
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.