Fred Miller & AssoC.

Overview

Fred Miller & Associates operates as a sole proprietorship and is classified as an independent registered investment advisor (RIA). The firm primarily focuses on providing financial planning services and portfolio management for individuals, small businesses, and institutions. With a client base that consists mainly of individuals and families, the firm employs a fee structure that includes a percentage of assets under management (AUM), hourly charges, fixed fees, and other methods. Fred Miller & Associates does not engage in capital allocation or act as a pension consultant, nor do they have affiliations with other advisory firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices