Lee Miles LLC provides financial planning and asset management services. Financial planning involves creating written plans covering various financial topics. Asset management provides ongoing supervision of client accounts, with investment decisions based on the client's financial situation, objectives, and risk tolerance. Lee Miles LLC also offers consultations for specific financial planning issues.
Assets Under Management$14M
Clients94
Advisors2
Avg. per Client$150K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. The asset management fee is evaluated on a breakpoint basis vs. a blended basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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