Patton Albertson Miller Group is a wealth management firm serving affluent individuals, families, pension plans, and charitable organizations. The firm manages investment portfolios and offers comprehensive financial planning covering estate planning, cash flow forecasting, risk management, tax planning, and business succession. Patton Albertson Miller Group builds personalized portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments such as hedge funds and private equity for qualified clients. The firm also provides trust and fiduciary services through partnerships with third-party trust companies, as well as cash management solutions. Portfolios are actively monitored, and clients receive regular reporting and annual reviews. Patton Albertson Miller Group acts legally required to act in your best interest as a fiduciary.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Clients joining from acquired firms (such as Anthony Smith Advisors or Colony Capital) may be billed at grandfathered rates. Fees are negotiable based on relationship size, complexity, and other factors.