Miller Wealth Advisors, LLC

Fee-Only (% of Portfolio)

Miller Wealth Advisors offers ongoing investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. Miller Wealth Advisors builds diversified portfolios tailored to each client's unique goals, risk tolerance, and time horizon, utilizing individual stocks, exchange-traded funds, mutual funds, bonds, and other vehicles. Services include continuous portfolio monitoring, recommendations, and investment advice, along with complimentary general consultations on financial planning topics as they relate to income, estate planning, and risk management. Miller Wealth Advisors operates as an independent registered investment advisor and is compensated solely through advisory fees paid directly by clients, without accepting commissions or selling insurance products.

Assets Under Management$230M
Clients116
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$75M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable based on circumstances, required services, complexity, or pre-existing relationships.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm