Assets Under Management
$14.0M
Number of Clients
98
Number of Advisors
2
Average Client AUM
$143K
AUM per Advisor
$7.0M
Compensation
Fee-Only (AUM)
Lee Miles LLC provides financial planning and asset management services. Financial planning includes written plans covering specific or multiple topics. Asset management provides ongoing supervision of client accounts based on their financial situation, investment objectives, and risk tolerance. They primarily recommend individual securities and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on several factors including the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
3084 S 1900 W, Suite A2, Ogden, UT, 84401