Fred Miller & Assoc. offers services to reallocate client assets based on their financial situation, investment objectives, and risk tolerance. Accounts are set up based on individual client needs and goals. The firm offers basic financial and estate planning at no initial fee, but charges $75 per hour for extensive planning involving an estate lawyer and CPA. The firm manages assets on a limited discretionary basis, buying and selling securities without prior client knowledge, using no-load mutual funds and variable annuities to avoid transaction costs.
Assets Under Management$630K
Clients3
Advisors1
Avg. per Client$210K
Avg. per Advisor$630K
Fee Structure
Minimum Investment:$40K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees may be negotiated for accounts over $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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