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Miller Financial Services LLC

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

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Real estate investing

Fee options

Fixed

Flat fees for financial planning up to $5,000; flat plan consulting fees for pension consulting; flat fees for consulting services with negotiable amounts.

Commissions

Certain supervised persons may receive commissions for sale of securities and insurance products, separate from advisory fees.

Project-based

$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

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