Advisor at Aprio Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Aprio Wealth Management, LLC
Location
Atlanta, GA 30319
Credentials
Series 63, Series 65
Industry experience
11 years
Matthew Miller is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Invesco, Rollins Financial, Inc., and Mercer Global Advisors Inc. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, plan sponsor advisory, and consulting services. The firm manages approximately $2.64 billion and provides tailored investment programs through a multi-advisor team, supported by an integrated service model affiliated with an accounting firm and related plan-service affiliates.
Based on Aprio Wealth Management, LLC
Financial Planning fees charged at fixed rates mutually agreed upon; reporting services charged at 0.25% annually of assets included
$0 - $250,000: $2,500 fixed annual fee $250,001 - $2,499,999: 1.00% annually $2,500,000 - $4,999,999: 0.75% annually $5,000,000 - $9,999,999: 0.50% annually $10,000,000+: Negotiated
Hourly fee arrangements available for some advisory and consulting services; specific rates negotiated per client
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee may apply Fee-only: Management fees based on asset tiers; financial planning fees at fixed rates; consulting fees charged at fixed or hourly rates
2002 Summit Boulevard, Suite 120
Atlanta, GA 30319
Georgia · Texas
Aprio Advisory Group
2024 - Present (2 years)
Aprio Wealth Management, LLC
2024 - Present (2 years)
Invesco
2020 - 2023 (3 years)
ROLLINS FINANCIAL, iNC.
2017 - 2020 (3 years)
Mercer Global Advisors Inc.
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Financial Staples
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