Miller Wealth Advisors provides investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. Miller Wealth Advisors works with clients to determine their needs, goals, and risk tolerance. Investment recommendations may include individual stocks, ETFs, mutual funds, short-term instruments, and bonds. Miller Wealth Advisors monitors investments and provides ongoing advice.
Assets Under Management$230M
Clients116
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable and is based on unusual circumstances, required services, complexity of services, pre-existing relationships, or other factors, at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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