Miller Equity Capital Advisors
Assets Under Management
$402.5M
Number of Clients
40
Number of Advisors
N/A
Average Client AUM
$10.1M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Miller Equity Capital Advisors specializes in private wealth management for high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and other business entities. They offer financial planning, investment consulting, and wealth management services, taking a holistic approach to achieving client goals.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees may be negotiable based on various criteria.
Fee Estimator
Wealth Management fees are based on a percentage of assets under management. Financial Planning and Investment Consulting services are billed hourly at $325/hour for accredited professionals, $175/hour for professional support, and $90/hour for administrative support. The annual fee for clients with $2,000,000 or less in Wealth under Management is $20,000. Fees may be negotiable based on various criteria. A written financial plan has a minimum fee of $2,500.
Areas of Practice
Location
5605 N. Macarthur Blvd., Suite 860, Irving, TX, 75038