Miller Wealth Management LLC is an independent registered investment advisor based in Gilbert, Arizona. The firm offers comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, business entities, and institutional clients. Miller Wealth Management's approach begins with a structured framework called The One Process, which aligns investment and planning strategies with client values. Advisory services cover portfolio management through custodied accounts, advisory annuity contracts, and mutual funds, alongside specialized offerings like business exit planning, tax-aware strategies, and retirement plan consulting. The firm emphasizes a fiduciary standard of care, acting in the best interest of its clients across all engagements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Advisory fees for custodied accounts do not exceed 1.25% annually, and total fees including third-party manager costs are capped at 2.00% annually. Fees are negotiable.