Miller, Fleming & Associates
Assets Under Management
$26.3M
Number of Clients
Not reported
Number of Advisors
1
Avg. Portfolio per Client
N/A
Avg. Managed per Advisor
$26.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Miller, Fleming & Associates offers personalized investment management to individuals, trusts, estates, charitable organizations, and small businesses. Services include determining financial objectives, identifying financial problems, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Miller, Fleming & Associates is a fee-only firm and does not sell financial products or accept commissions.
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 where the fees are higher or lower than the fee schedule above. Clients with assets below the minimum account size may pay a higher percentage rate on their annual fees than the fees paid by clients with greater assets under management.
Fee Estimator
Areas of Practice
Location
18119 Vassar Court, Sonoma, CA, 95476