Mills Wealth Advisors provides comprehensive wealth management services, including investment management, financial planning, and business planning. The firm uses an evidence-based, academic approach to investing, focusing on globally diversified portfolios that combine low-cost index funds with targeted satellite investments. Mills Wealth Advisors specializes in helping business leaders, corporate executives, and families navigate major life transitions such as retirement, business sales, or changing employers. The team includes Certified Financial Planners and Chartered Financial Analysts who work closely with clients to create customized financial roadmaps, integrate tax-smart strategies, and manage portfolios on either a discretionary or non-discretionary basis. In addition to personal wealth management, Mills Wealth Advisors offers specialized services for business owners, including entity structure advice and business succession planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.50% to 1.50% based on asset value and complexity. Fees are negotiable.