Miller Equity Capital Advisors

Assets Under Management

$402.5M

Number of Clients

40

Number of Advisors

N/A

Average Client AUM

$10.1M

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Miller Equity Capital Advisors specializes in private wealth management, providing advice on a complete financial picture to high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and other business entities. They offer financial planning, investment consulting, and wealth management services.

Fee Structure

Minimum Investment:$2M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.80%
$10.0M - $20.0M0.60%
$20M+0.40%

Fees may be negotiable based on various criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$20,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Location

5605 N. Macarthur Blvd., Suite 860, Irving, TX, 75038

0 Advisors at this firm

No advisors found for this firm.
Miller Equity Capital Advisors | TrueAdvisor