M. E. Miller Investors, LLC offers investment advice to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses fundamental analysis to invest client assets in domestic and foreign equities, sometimes using Exchange Traded Funds (ETFs). Investment advisory services are tailored to each client's needs, and clients can request to exclude specific securities from their accounts.
Assets Under Management$95M
Clients78
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$95M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...