Park, Miller provides investment advisory services, managing client accounts based on their individual investment objectives. They also offer financial planning and consulting services on a separate fee basis, covering investment and non-investment related matters like estate and insurance planning. Park, Miller can recommend unaffiliated private investments to qualified investors and may give the Affiliated Fund first priority on limited investment opportunities.
Assets Under Management$290M
Clients42
Advisors3
Avg. per Client$6.9M
Avg. per Advisor$96M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.55% |
| $25.0M - $40.0M | 0.50% |
| $40.0M - $50.0M | 0.45% |
| $50.0M - $60.0M | 0.42% |
| $60.0M - $75.0M | 0.40% |
| $75.0M - $100.0M | 0.38% |
| $100M+ | 0.35% |
Fees are negotiable. The firm does not have clients with portfolios of all the values referenced.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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