Miller Howard Investments INC
Assets Under Management
$3.5B
Number of Clients
2,083
Number of Advisors
4
Average Client AUM
$1.7M
AUM per Advisor
$862.7M
Compensation
Fee-Only (AUM)
About This Firm
Miller/Howard Investments manages portfolios for various investors, emphasizing financially sound companies with rising dividends and sustainable income opportunities. They offer income-equity, MLP & midstream energy income, infrastructure, utilities plus, North American energy, and small-cap dividend portfolios. Accounts are managed on a discretionary basis, and clients can place reasonable restrictions on investments.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Fee Estimator
Annual management fees are based on a percentage of assets under management: 0.75% on the first $2 million, 0.60% on the next $2 million, and 0.50% thereafter. Fees are generally payable quarterly, in advance, based on the previous quarter-end market value. The minimum account size is generally $100,000, but this may be reduced for brokerage networks and individuals. Fees and billing procedures may be negotiable in certain circumstances.
Areas of Practice
Location
45 Pine Grove Ave, Suite 301, Kingston, NY, 12401