Miller Financial Services (MFS) offers investment management and financial planning services. MFS develops investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. MFS is a fee-only firm, meaning it only gets paid by its clients.
Assets Under Management$130M
Clients200
Advisors1
Avg. per Client$640K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...