Miller/Howard Investments is an employee-owned investment management firm that builds and manages stock portfolios with an emphasis on dividend-paying companies and sustainable investing, including environmental, social, and governance considerations. The firm offers various strategies, such as income-focused equities, master limited partnerships, infrastructure, utilities, and clean energy portfolios. Miller/Howard manages accounts on a discretionary basis, meaning the portfolio managers make trades on behalf of the client based on the chosen strategy's goals rather than individual customization. While the firm serves both individual investors and large institutions, its primary focus is on managing investment portfolios rather than providing comprehensive financial planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Fees may be negotiated in certain circumstances, such as with brokerage networks or large accounts.