Michelle Krick is a CFA-designated registered investment advisor at Miller Global Investments, L.L.C., based in Dallas, TX, with 4 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 96 clients with $170M 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 | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
The firm is currently not charging any management fee with respect to cash and cash equivalents in client accounts; however, they may in the future charge management fees with respect to cash and cash equivalents in accordance with the above schedule.
Fee Estimator
Location
5949 Sherry Lane, Suite 1050, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Miller Global Investments, L.L.C.
State Registrations1 state
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