Miller Capital Management (MCM) provides personalized investment advice and financial planning services. MCM offers non-discretionary portfolio management, meaning they recommend investments but don't make trades without your approval. They also offer financial planning and consulting services, including portfolio analysis, estate planning, and insurance planning. MCM focuses on understanding your individual needs and goals.
Assets Under Management$64M
Clients9
Advisors1
Avg. per Client$7.1M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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