Michael Miller is a CFA-designated registered investment advisor at Capital Creek Partners, based in Austin, TX, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 5 more. Their firm serves 167 clients with $1.5B 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 | 0.25% |
Fees range from 0.25% to 1.00% based on assets under management, complexity, and asset types. Fees are negotiable and alternative fee structures including flat fees or performance fees may apply.
Fee Estimator
Location
1608 W. 5th St., Suite 200, Austin, TX, 78703
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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
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
Previous Registrations
Sendero Wealth Management, 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.
Exams
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