Millers Financial Group (MFG) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. MFG creates an Investment Policy Statement for each client. MFG also offers consulting services to pension and employee benefit plans, including identifying investment objectives, providing guidance on asset classes, recommending money managers, and monitoring performance. MFG generally limits its investment advice to mutual funds, fixed income securities, equities, and ETFs.
Assets Under Management$16M
Clients79
Advisors1
Avg. per Client$200K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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