Miller Asset Solutions manages investment portfolios for individuals, trusts, estates, charitable organizations, and corporations. Miller Asset Solutions uses an absolute return investment strategy, focusing on managing risk and protecting capital. The firm favors a deep value investment approach, investing in a wide variety of securities both domestically and internationally. Investments are based on the client's specific investment objectives, risk tolerance, and other suitability factors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.70% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable above $10 million in assets. Firm also offers a performance-based fee schedule: 0.70% on the first $3 million and 0.50% on the next $2 million, negotiable above $5 million, plus 20% of net profits, assessed annually on the first $5 million of assets. This option requires minimum assets of $1,000,000 or a minimum net worth of $2,000,000, and has a $5,625 minimum annual fee.