Lee Miles LLC
Assets Under Management
$14.0M
Number of Clients
98
Number of Advisors
2
Average Client AUM
$143K
AUM per Advisor
$7.0M
Compensation
Fee-Only (AUM)
About This Firm
Lee Miles LLC provides financial planning & consulting services, including written financial plans and consultations. They also offer asset management services with continuous supervision over client accounts, tailoring advice based on financial situation, objectives, and risk tolerance. They utilize an asset allocation strategy consisting of individual securities and ETFs.
Fee Structure
Financial planning fees are fixed and negotiable, ranging from $300 to $1,500. Asset management fees are based on a percentage of assets under management, billed quarterly in advance. For example, $100,000 is at 1.75% or $1,750. There is a minimum asset management size of $25,000, with a minimum annual fee of 1.95% of $25,000.
Areas of Practice
Location
3084 S 1900 W, Suite A2, Ogden, UT, 84401