Lee Miles LLC is a registered investment advisor based in Ogden, Utah, offering asset management, financial planning, and consulting services. Founded in 2000, Lee Miles LLC provides continuous supervision over client accounts, building personalized investment portfolios primarily using exchange-traded funds, individual securities, and fixed-income products. The firm tailors its services to each client's specific financial situation, risk tolerance, and goals, offering both discretionary and non-discretionary management. In addition to investment management, Lee Miles LLC prepares written financial plans, including modular plans covering specific topics, and offers as-needed consultations. The firm also operates as an insurance agency, allowing representatives to offer insurance products such as life insurance, disability insurance, and annuities for separate commissions, which creates a potential conflict of interest. Lee Miles LLC requires clients to hold their accounts at Fidelity and uses a third-party service provider, Focus Point Solutions, for administrative and back-office support.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.95% |
| $25K - $100K | 1.95% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are calculated on a breakpoint basis and are negotiable based on the representative, client type, portfolio complexity, and total assets.