Miller Wealth Management

Fee-Only (% of Portfolio)Fixed/Hourly

Miller Wealth Management is a registered investment advisor based in New Jersey that provides continuous investment management and financial planning services. Miller Wealth Management helps clients build and manage portfolios tailored to their specific financial goals, risk tolerance, and tax considerations. The firm uses a variety of investment vehicles, including stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and may also utilize independent investment managers when appropriate. In addition to managing investments, Miller Wealth Management offers comprehensive financial planning covering areas such as retirement planning, tax strategies, estate planning, cash flow and debt management, college savings, and business planning. Services are available on an ongoing basis or for specific project-based needs. Miller Wealth Management serves individuals, high-net-worth individuals, and corporate clients, and does not require a minimum account size to open or maintain an account.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.80%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

1 Advisors at this firm

Miller Wealth Management - Fees, AUM & Advisors | TrueAdvisor