Miller Gesko Wealth Management offers investment management services, creating customized portfolios based on clients' risk profiles and investment objectives. They also provide administrative services for trusts, including accounting and tax return preparation. Miller Gesko works with clients to understand their financial circumstances and investment needs, reviewing these factors at least annually. Clients can place reasonable restrictions on investments, though some restrictions may not be accommodated.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.5M | 0.75% |
| $4.5M+ | 0.50% |
Miller Gesko retains the right to modify fees, including minimum account sizes, in its sole and absolute discretion, on a client-by-client basis based on the size, complexity and nature of the advisory services provided. In addition, family accounts and accounts controlled by the same client are often combined for the purpose of computing the fee.