Milliman Advisors, LLC
Assets Under Management
$2.5B
Number of Clients
39
Number of Advisors
N/A
Average Client AUM
$64.6M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Milliman Advisors offers investment advisory services to institutions, including banks, pension and profit-sharing plans, and other corporations. Services include investment policy development, asset allocation, investment structure, manager evaluation, performance measurement, and investment education. They tailor services to client needs and meet regularly to review performance and objectives.
Fee Structure
Milliman may charge an hourly rate, a percentage of assets, or a fixed fee for services. Asset-based fees are negotiable, with an example fee schedule of 10 basis points on the first $10 million, 6 bps on the next $10 million, and 4 bps on the next $30 million, with fees negotiable above $50 million. Fees are exclusive of brokerage commissions and other related costs. Fees are negotiable with each client, and a minimum advisory fee may be imposed.
Areas of Practice
Location
1301 Fifth Ave Ste 3800, Seattle, WA, 98101-2605