Alan Miller is a CFA-designated registered investment advisor at Cumulare Asset Management, LLC, based in Hollywood, FL, with 10 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 5 clients with $5.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cumulare Asset Management offers traditional asset allocation portfolio management, with fees negotiable based on the size of the account. The standard annual management fee is 2.00%. They also offer the Power One strategy with two fee options:
- A flat 2.50% of assets under management annually.
- For qualified clients, 1.50% of assets under management annually plus a performance fee of 15% of gains above the high-water mark.
Location
Hollywood, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan is a Managing Member/CCO of Miller Ockham Asset Management LLC, a private non-registered investment advisor, since 2015.
Employment History
Current Registrations
Cumulare Asset Management, LLC
Previous Registrations
Miller Ockham Asset Management LLC
State Registrations1 state
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