Mills Wealth Advisors (MWA) offers financial planning, consulting, and investment management services. MWA specializes in advising business leaders and their families during life transitions such as retirement, selling a business, changing employers, or divorce. MWA aims to align clients' values with their financial choices to provide clarity and confidence. MWA uses an evidence-based investment approach with low-cost investments and tax minimization strategies.
Fee Structure
For investment management services, Mills Wealth Advisors charges an annual fee based on the value of your investments. The fee ranges from 0.5% to 1.5% of the assets managed. The exact fee is negotiable and depends on the scope of work, investment advice, services provided, and the size and complexity of your account. All accounts inside a family household will make up a client’s Assets Under Management and the combined value dictates what the client will be billed at.