Richard Miller Financial Services (RMFS) provides investment advice and portfolio management, creating customized solutions based on each client's goals, risk tolerance, and financial situation. RMFS primarily uses mutual funds and exchange-traded funds (ETFs), but may also use individual stocks and bonds. RMFS also offers financial planning services, including investment planning, retirement planning, and education savings. Clients are not obligated to implement any recommendations.
Assets Under Management$8.4M
Clients86
Advisors1
Avg. per Client$97K
Avg. per Advisor$8.4M
Fee Structure
Investment management only (planning not offered)
RMFS manages investment portfolios for a fee based on the value of your investments. The annual fee ranges from 0.50% to 2.50% of your portfolio, billed quarterly in advance.
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