Miles Wealth Management offers investment advisory services where they manage your investments based on your goals and risk tolerance. They also provide financial planning, which may include retirement, education, and insurance planning. Additionally, they offer general consulting services billed hourly for financial reviews and advice on various financial matters.
Assets Under Management$5.5M
Clients30
Advisors1
Avg. per Client$180K
Avg. per Advisor$5.5M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All advisory fees are negotiable. $500,000 minimum account size generally required.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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