Miller Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$462,860,424
Total clients
574
11% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
191
Average account size
$806,377
About
Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual and high-net-worth clients, as well as to institutional retirement plans. The firm reports approximately $462.9 million in assets under management for roughly 574 clients and states it serves pension clients including state and local government and municipal plans.
Its investment process uses both fundamental and technical analysis and may employ individual stocks, bonds, mutual funds, ETFs, options, and REITs; the firm generally purchases institutional share classes and monitors and rebalances portfolios on an ongoing basis. For retirement-plan clients the firm documents investment policy statements, recommends and monitors plan investment options, and provides participant education and individualized advice while serving in 3(21) or 3(38) fiduciary roles where engaged.
Compared with peers, the firm is notable for its combination of relatively large AUM and a high client load per advisor, and for its uncommon client mix that includes state or municipal clients and formal fiduciary plan-management appointments. The brochure also discloses that the firm is licensed as an insurance agency and that a firm principal provides administrative and investment-reporting support to a foundation, creating additional advisory and compensation relationships clients should consider.
Client services
Expertise
Fee options
Flat fees for financial planning up to $5,000; flat plan consulting fees for pension consulting; flat fees for consulting services with negotiable amounts.
Certain supervised persons may receive commissions for sale of securities and insurance products, separate from advisory fees.
$150 to $500 per hour for financial planning and consulting services.
Main office location
Miller Financial Services LLC
1001 W Michigan Ave
Marshall MI 49068, United States
Number of offices
1
Most active in
California · Florida · Indiana · Michigan · New Hampshire · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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