Miller Avenue Advisors offers investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning, which includes a review of investments, taxes, retirement, college planning, and more. Miller Avenue Advisors also provides services to retirement plans, acting as an advisor to plan sponsors.
Assets Under Management$190M
Clients63
Advisors3
Avg. per Client$3M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$3M
Miller Avenue Advisors manages investments for a fee based on the amount of your portfolio. The annual fee ranges from 0.10% to 1%. For smaller accounts (under $3,000,000), there's a flat annual fee of $8,000 to $30,000, but this may be waived. The exact fee is negotiable and depends on factors like the size of your portfolio and the complexity of your situation.
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