Miller Premier Investment Planning, LLC provides financial planning and investment advisory services to individuals and families. They offer advice on cash flow, debt management, asset allocation, investment selection, risk management, college funding, retirement planning, estate planning, and tax planning. All clients seeking investment advice must have a financial plan in place. Miller Premier also offers debt management and counseling services free of charge.
Assets Under Management$22M
Clients33
Advisors1
Avg. per Client$680K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
The investment management fee and minimum are waived for clients with an annual retainer agreement that includes investment management services. Discounts on fees and/or lower minimum investment requirements may be offered at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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