Overview

Headquarters
Buffalo, NY
Total Firm Assets
$183 million
Average High-Net-Worth Client Portfolio Size
$4.0 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: MILLER GESKO FORM ADV PART 2A (MARCH 16, 2026) (2026-03-18) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $4,500,000 0.75%
$4,500,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $41,250 0.82%
$10 million $66,250 0.66%
$50 million $266,250 0.53%
$100 million $516,250 0.52%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
87.11%
Number of High-Net-Worth Clients
40
Total Client Accounts
231
Discretionary Accounts
195
Non-Discretionary Accounts
36

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
109671
  • MILLER GESKO FORM ADV PART 2A (MARCH 16, 2026) (2026-03-18) (fee schedule source) · View brochure text

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

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