Miller Value Partners (MVP) offers discretionary investment management services to mutual funds, exchange-traded funds, institutions, and individual private accounts. MVP's investment strategies are value-driven and research-intensive, aiming to outperform benchmarks over the long term. MVP actively selects securities believed to be trading at a discount to their intrinsic value. The firm offers Income and Deep Value Select strategies, as well as model portfolios to other financial service firms.
Assets Under Management$360M
Clients20
Advisors1
Avg. per Client$18M
Avg. per Advisor$360M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees may be negotiable. Deep Value Select client accounts are also subject to a 20% performance fee paid on unrealized and realized excess returns above a 6% hurdle rate, subject to a high-water mark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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