Miller Tabak Asset Management (MTAM) offers investment advice and manages portfolios, focusing on fixed income securities. MTAM works with individuals, small businesses, and investment entities. MTAM helps clients with investment objectives, recommends asset allocation strategies, and selects securities. Clients can set restrictions on investments. MTAM may also hire independent money managers on behalf of clients.
Assets Under Management$1.2B
Clients936
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$620M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
For any new MTAM investment products or strategies, MTAM may charge up to 1.00% annually. All Fees are negotiable and may be less than the stated basis points.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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