Mills Financial Services provides financial planning and portfolio management services. Financial planning covers cash flow, education funding, retirement, risk management, estate, and tax planning. Portfolio management offers ongoing supervision of client accounts. They also provide educational workshops. An initial interview is conducted to discuss the client's situation, goals, and the scope of services.
Assets Under Management$4.5M
Clients56
Advisors1
Avg. per Client$80K
Avg. per Advisor$4.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.20% |
| $200K - $500K | 1.10% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same household. Our stated fees are negotiable, and we typically reduce or waive for associates of the firm, family members, or pre-existing relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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