MM
CFA
MM
CFA

Michael Edwin Miller

11 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
143 clients
Average Client Portfolio
$8.7M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50M
Financial Planning:Included in AUM fee
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Location

1608 W. 5th St., Suite 200, Austin, TX, 78703

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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

Michael serves as an uncompensated advisory board member for Treaty Oak Equity LLC since November 2017. He provides advice and helps make connections to potential purchase companies and/or investors, requiring minimal time.

Employment History
Current Registrations
Capital Creek Partners
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Sendero Wealth Management, LLC
June 2009 - September 2015 · 6 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.