Miller Asset Management is a registered investment advisor founded in 2026 and based in Henderson, Nevada. The firm offers discretionary portfolio management services to individuals, high net worth individuals, trusts, estates, corporations, and business entities. Miller Asset Management builds personalized investment strategies based on each client's specific goals, time horizon, and risk tolerance. The firm offers two main investment strategies: an Equity/Bond/Alternatives strategy that invests in diversified portfolios of stocks, bonds, exchange-traded funds, cash, and alternative investment funds, and an Options Overlay strategy that utilizes exchange-listed options to enhance income and manage portfolio risk. Miller Asset Management uses fundamental analysis, technical analysis, charting, and cyclical analysis to evaluate securities. The firm requires clients to have a minimum of $25,000 to open an account, though this minimum may be lowered or waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee of 1.00% applies to all assets. If the Options Overlay strategy is elected, an additional 1.00% annual fee applies to the full account value. Fees may be negotiable, and accounts within the same household may be combined.