Miles Wealth Management, L.L.C.

The firm provides discretionary portfolio management, written financial planning, and general consulting to individual and high‑net‑worth clients, managing approximately $5.5 million for about 30 clients. It charges asset‑based advisory fees for managed accounts and also offers hourly consulting and fixed‑fee financial plans.

Investment decisions are implemented using a mix of fundamental, technical and cyclical analysis and may include long‑term and short‑term equity positions, options strategies, margin, structured products, and other fixed‑income and alternative instruments. Advice is tailored through client conversations about assets, liabilities, goals and risk tolerance, with discretionary trading authority and a limited power of attorney used when agreed, and the firm acknowledges its fiduciary duties for retirement accounts.

Notable characteristics include leadership by a CFP®‑credentialed principal who is also a licensed insurance agent, a combination that creates disclosed conflicts of interest when insurance products are recommended and is managed through oversight and client disclosure. The firm’s modest scale (roughly $5.5M AUM and ~30 clients) coupled with the use of complex securities and a stated $500,000 account guideline (exceptions available) distinguishes it from many peers; prospective clients should also note a consumer‑initiated complaint from 2000 that was settled.