Miller Wealth Partners manages investment portfolios and provides personalized financial planning for individuals, high-net-worth clients, trusts, and small businesses. Miller Wealth Partners builds custom investment strategies based on each client's goals, time horizon, and risk tolerance, and has the authority to make trades without asking first. In addition to investment management, Miller Wealth Partners offers ongoing financial planning covering cash flow, taxes, investments, risk management, and retirement goals. Clients can also hire Miller Wealth Partners for one-time financial planning projects. Miller Wealth Partners does not have a minimum account size requirement.
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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.60% |
| $1M+ | 1.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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