Miller Global Investments manages investment portfolios for individuals and investment funds, offering both investment management and financial planning services. Financial planning covers lifestyle, charitable giving, retirement, estate, healthcare, and other financial matters. The firm manages investments through separately managed accounts, tailoring strategies to each client's needs and risk tolerance.
Assets Under Management$170M
Clients96
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$87M
www.millerglobalinvestments.com ·www.facebook.com/pages/category/local-business/... ·www.linkedin.com/company/miller-global-investments
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
The firm is currently not charging any management fee with respect to cash and cash equivalents in client accounts; however, they may in the future charge management fees with respect to cash and cash equivalents in accordance with the above schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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