Miller Investment Management (MIM) offers investment advice and management services. MIM works with clients to determine their risk tolerance and investment goals, then selects investments like mutual funds, exchange traded funds, and individual securities. MIM also manages private investment funds that invest in public securities, private equity, and real estate. MIM does not offer financial planning, legal, tax, or accounting services as a business line.
Assets Under Management$5.7B
Clients186
Advisors6
Avg. per Client$31M
Avg. per Advisor$950M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and can be adjusted based on specific circumstances.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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