Troy Williams is a CFA-designated registered investment advisor at Miller Capital, based in Troy, MI. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 76 clients with $310M 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 $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Rates shown are for Complete Investment Management (equity or balanced). Other programs include Fixed Income Advisory at 0.50% down to 0.30%, Asset Allocation Management at 0.80% down to 0.40%, Complete Portfolio Analysis at 0.80% down to 0.40%, and Limited Portfolio Analysis at 0.60% down to 0.35%. Fees are negotiable under special circumstances.
Fee Estimator
Location
5600 New King Drive, Suite 220, Troy, MI, 48098
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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 →Employment History
Current Registrations
Miller Capital
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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