Miller Premier Investment Planning is a registered investment advisor founded in 2007 by Michael P. Miller, a Certified Financial Planner. Located in Mansfield, Texas, the firm specializes in helping individuals and families who are nearing or in retirement. Miller Premier Investment Planning offers comprehensive financial planning covering cash flow, debt management, asset allocation, investment selection, risk management, college funding, retirement planning, estate planning, and tax planning. The firm also provides discretionary and non-discretionary investment management services for clients with portfolios starting at $500,000. All clients seeking investment advice or portfolio management must have a financial plan in place with the firm. Miller Premier Investment Planning operates on a fee-only basis, meaning the firm does not sell products, receive commissions, or accept compensation from third parties, ensuring clients receive advice focused on their best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees and investment minimums may be waived or discounted at the firm's discretion. Fees are waived entirely for clients with an annual retainer agreement that includes investment management.