Miller Avenue Advisors manages investment portfolios and provides personalized financial planning and consulting services for individuals, high-net-worth clients, and business owners. The firm creates customized investment strategies based on each client's goals, time horizons, and risk tolerance, and has the authority to make trades without asking first. In addition to public market investments, Miller Avenue Advisors may recommend private placement investments to qualified clients with limited liquidity needs. The firm also offers retirement plan consulting services for employers. Miller Avenue Advisors helps clients with comprehensive financial planning topics including cash management, risk management, education planning, retirement, estate planning, and tax integration. Financial planning is provided at no additional cost when Miller Avenue Advisors manages a client's investments, and the firm also offers ongoing financial planning as a standalone service.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range from 0.10% to 1.00% of assets under management. Accounts under $3,000,000 are subject to an annual flat fee of $8,000 to $30,000. Fees are negotiable based on factors such as historical relationships, asset types, and total portfolio size.