Mills Value Adviser manages investment portfolios for individual clients and a limited partnership fund. The firm uses short-term trading strategies involving equity and debt securities, often employing leverage. For individual clients, the firm aims to buy and hold the market when it's rising, and avoid it by holding cash or treasuries and employing short term trading in mutual funds for a few days at a time when the market is falling. The firm manages all accounts on a discretionary basis.
Assets Under Management$9M
Clients26
Advisors1
Avg. per Client$350K
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee may be waived or reduced if a client expresses displeasure with their account performance and Mills Value Adviser agrees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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