Miller, Fleming & Associates is a registered investment advisor founded in 1955, located in Sonoma, California, and led by owner Guy Annamanthodo. The firm provides personalized investment management and financial advice to individuals, trusts, estates, charitable organizations, and small businesses. Miller, Fleming & Associates focuses on building custom portfolios using large-capitalization stocks, exchange-traded funds, mutual funds, and bonds, emphasizing low turnover to minimize taxes and transaction costs. In addition to managing investments, the firm offers advice on financial objectives, tax planning, insurance reviews, education funding, retirement planning, and estate planning. Miller, Fleming & Associates operates strictly as a fee-only firm, meaning they do not sell financial products or accept commissions or finder's fees. The firm manages assets on both a discretionary basis, where they make trading decisions on behalf of the client, and a non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
All fees are negotiable. Current client relationships may exist with higher or lower fees.