Miller Capital Fees & Minimum

Overview

Headquarters: Troy, MI
Total Firm Assets: $312 million
Average High-Net-Worth Client Portfolio Size: $4.5 million

Fee Disclosure

Source: MILLER CAPITAL - ADV PART 2A (2026-03-17) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,500,000	0.90%
$2,500,001	$5,000,000	0.80%
$5,000,001	$7,500,000	0.70%
$7,500,001	$10,000,000	0.60%
$10,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,000	0.90%
$5 million	$42,500	0.85%
$10 million	$75,000	0.75%
$50 million	$275,000	0.55%
$100 million	$525,000	0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 95.76%
Number of High-Net-Worth Clients: 67
Total Client Accounts: 187
Discretionary Accounts: 165
Non-Discretionary Accounts: 22

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 124489

MILLER CAPITAL - ADV PART 2A (2026-03-17) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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