Lowell Miller is a registered investment advisor at Miller Howard Investments INC, based in Woodstock, NY, with 23 years of industry experience. Lowell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 2,083 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
324 Upper Byrdcliffe Road, Woodstock, NY, 12498
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lowell is a director at Flex Funds. This activity is not investment-related.
Employment History
Current Registrations
Miller Howard Investments INC
State Registrations1 state
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