Miller Financial Group offers personalized financial planning and investment management services. They help clients with financial goals, cash flow, tax planning, investment management, education funding, retirement planning, and estate planning. Miller Financial is a fee-only firm, meaning they don't receive commissions from selling financial products.
Assets Under Management$83M
Clients170
Advisors2
Avg. per Client$490K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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