Miles Brown Asset Management (MBAM) provides financial planning and investment advisory services. MBAM works with clients to define their financial objectives and develop strategies to reach those objectives, including cash flow management, investment management, retirement planning, tax planning, and estate planning. MBAM manages assets under a limited power of attorney executed by the client and does not sell investment products or accept commissions.
Fee Structure
Miles Brown Asset Management manages investments for a fee based on a percentage of your portfolio's value. The annual fee typically ranges from 0.50% to 1.75%, depending on the amount you invest. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter.
For clients with $250,000 or less, MBAM offers a fully automated digital investment management service called Institutional Intelligent Portfolio (IIP) with an annual fee of 1.00%.