Rowland Miller + Partners provides investment management services on a discretionary basis. They work with clients to determine an appropriate asset allocation and investment objectives. They manage retirement plan accounts and other assets not held at a qualified custodian through a third-party order management system. They primarily invest in domestic equities, investment-grade fixed income securities, and cash.
Fee Structure
Rowland Miller + Partners charges an annual fee based on a percentage of the assets they manage. The fee schedule differs for standard equity portfolios and standard debt portfolios.
Standard Equity Portfolios:
- Up to $1,000,000: 1.00%
- From $1,000,001 to $2,000,000: 0.75%
- From $2,000,001 to $4,000,000: 0.50%
- Over $4,000,000: 0.25%
Standard Debt Portfolios:
- Up to $1,000,000: 0.500%
- From $1,000,001 to $2,000,000: 0.375%
- From $2,000,001 to $4,000,000: 0.250%
- Over $4,000,000: 0.125%
The minimum portfolio value is generally $500,000 for equity portfolios and $500,000 for fixed income portfolios. Fees are generally payable quarterly, in arrears.