Miller, Fleming & Associates offers personalized investment management to individuals, trusts, estates, charitable organizations, and small businesses. Advice includes determining financial objectives, identifying financial problems, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. The firm is fee-only and does not sell commissioned products. Investment advice is provided with clients either granting full discretion or retaining discretionary authority. Each investment portfolio is customized based on risk tolerance, age, investment objectives, and tax considerations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
All fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.