Miner Wealth Management manages investment portfolios and offers financial planning services. Financial planning covers areas like financial goals, insurance, investment analysis, tax planning, retirement planning, risk management, business planning, cash flow and debt management, college savings, employee benefits, and estate planning. Services are offered through ongoing comprehensive planning, project-based planning, and hourly consulting.
Assets Under Management$37M
Clients48
Advisors2
Avg. per Client$770K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.60% |
Fees are negotiable. Ongoing Comprehensive Financial Planning may be included without incurring an additional fee for clients engaging us for Investment Management Services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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