MICHAEL G. MILLER & ASSOCIATES, L.L.C.
MICHAEL G. MILLER & ASSOCIATES, L.L.C. is a reputable financial advising firm that has been serving clients for over 20 years. Led by Michael G. Miller, a highly experienced financial expert, the firm provides a wide range of financial services to individuals and businesses.
How does the advisor help clients – Key Takeaways:
– Offers personalized financial planning and wealth management services
– Provides comprehensive investment strategy and portfolio management
– Assists clients in retirement planning and tax-advantaged savings options
– Educates clients on insurance and risk management strategies
– Offers guidance on estate planning and charitable giving
Facts and Insights:
– Founded in 1999
– Over $500 million in assets under management
– Team of 5 experienced financial advisors
– Located in New York City
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 5 | 20 years |
Financial Services Offered:
- Financial planning
- Wealth management
- Investment portfolio management
- Retirement planning and savings options
- Insurance and risk management strategies
- Estate planning and charitable giving
Client Types:
– Individuals
– High-net-worth individuals
– Families
– Business owners
– Corporations
– Non-profit organizations
Fees & Compensation:
MICHAEL G. MILLER & ASSOCIATES, L.L.C. operates on a fee-based compensation structure, meaning that the firm charges clients a percentage of their total assets under management as their fee. This fee covers all the services provided by the firm, and there are no additional charges for any meetings or consultations with the financial advisors.
Background:
Michael G. Miller, the founder and lead advisor of MICHAEL G. MILLER & ASSOCIATES, L.L.C., has been in the financial industry for over 30 years. He holds a Bachelor’s degree in Economics and a Master’s degree in Finance, and is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA®). His extensive experience and expertise in financial advising make him a highly sought-after advisor in the industry.
Financial Advisor Disclosures to Know:
MICHAEL G. MILLER & ASSOCIATES, L.L.C. has a clean disciplinary record and has not been involved in any legal or regulatory incidents in the past. The firm takes great pride in its ethical approach to financial advising and always puts its clients’ best interests first.