Matthew Miler is a CFP-designated registered investment advisor at The Milwealth Group, LLC, based in Milwaukee, WI, with 17 years of industry experience. Matthew 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, Investment Management, and 2 more. Their firm serves 234 clients with $440M 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 $500K | 1.20% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Clients retained prior to March 2020 pay investment advisory fees based on a lower standard fee schedule.
Fee Estimator
Location
125 South 84th Street, Suite 130, Milwaukee, WI, 53214-1498
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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.
Learn about disclosures →Other Business Activities
Matthew is an independent contractor for the International Foundation of Employee Benefit Plans, where he works as a course instructor for Investment Basics. He dedicates minimal time to this activity, with instruction typically occurring over four days per year.
Employment History
Current Registrations
The Milwealth Group, LLC
Previous Registrations
Deloitte Investment Advisors 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.