Miller Premier Investment Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 144062
- Website
- feeonlyretirement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.14%
- Individuals11.86%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Miller Premier Investment Planning LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees. It reports a client base composed of individuals and families and does not present itself as an ESG-focused adviser, multi-state adviser, pension consultant, capital allocator, or a related adviser to another firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities34%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Michael Miller
Registered Financial AdvisorCRD 2564483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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