Henry Miller
Henry Miller is a CFA-designated registered investment advisor at Miller Investment Management, LP, based in West Conshohocken, PA, with 9 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 186 clients with $5.7B 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 | 1.00% |
Fees are negotiable and can be adjusted based on specific circumstances.
Fee Estimator
Location
One Tower Bridge, Ste 1400, West Conshohocken, PA, 19428-2874
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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
Henry serves as a director for several companies, including Five Guys Holdings, LL Grow, Jake's SB Holding Company, UniRisX, Dreamlined, and S&G Realty I LLC. These activities involve representing investors as a board member and take a few hours per week for each company.
Employment History
Current Registrations
Miller Investment Management, LP
State Registrations2 states
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.