MillerGroup Investments (MGI) offers portfolio management services to individuals, trusts, and corporations. MGI also provides corporate financial planning services, focusing on strategic consulting to help businesses increase profitability and lower insurance costs. MGI manages investments in equities, fixed income, real estate investment trusts, and option-based strategies. MGI aims to lower investment costs and offer alternative investment strategies with hedged positions.
Fee Structure
MGI offers investment management services with fees based on the complexity of investing activity and the size of the account.
For investments in stocks, ETFs, REITs, corporate bonds, option overlay strategies, foreign currency, complex leveraged products, other types of bonds, cash, mutual funds, and CDs, MGI charges:
- A standard annual fee of 1.0% of the portfolio.
- A fee of 1.50% of the portfolio for accounts using margin and/or option overlay strategies.
For a quantitative investment approach with hedged option-based positions approximating the S&P 500's risk profile, the annual investment advisory fee is negotiable and up to 5%, but the total amount of assets under management fees related to client’s total assets under management will not exceed 3%.