Mills Wealth Advisors, LLC
Assets Under Management
$440.1M
Number of Clients
412
Number of Advisors
5
Average Client AUM
$1.1M
AUM per Advisor
$88.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Mills Wealth Advisors, LLC (MWA) is an SEC-registered investment advisor based in Southlake, Texas. They offer wealth management services consisting of financial planning, consulting services, and portfolio management services. MWA specializes in advising business leaders and their families at life's important transitional events. They use a CORE+ investment approach.
Fee Structure
Fees vary based on the services provided. Financial planning fees range from $3,000 to $10,000, depending on complexity. Business planning fees start at $6,000 annually. Consulting services are billed hourly at $300-$500 per hour. Asset management fees range from 0.5% to 1.5% of assets under management, and are negotiable based on scope of work, investment advice, services provided, size and complexity of account(s). Existing clients may pay different fees than those stated.
Areas of Practice
Location
1207 S. White Chapel Blvd, Suite 150, Southlake, TX, 76092