MILES WEALTH MANAGEMENT, L.L.C.
MILES WEALTH MANAGEMENT, L.L.C. is a financial advisory firm that specializes in helping clients achieve their financial goals. With a team of seasoned professionals, MILES WEALTH MANAGEMENT, L.L.C. provides a wide range of financial services and expertise to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial advice and creates customized plans for each client’s unique needs and goals.
- Provides ongoing portfolio management and regularly reviews and adjusts investments to ensure they align with clients’ objectives.
- Offers a holistic approach to financial planning by considering clients’ overall financial picture, including taxes, insurance, and estate planning.
- Provides access to a network of professionals such as attorneys and accountants to support clients’ needs.
Facts and Insights
MILES WEALTH MANAGEMENT, L.L.C. was founded in 2005 and has been in business for over 15 years. The firm currently manages over $500 million in assets and has a team of 7 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 7 | $500 million |
Financial Services Offered
MILES WEALTH MANAGEMENT, L.L.C. offers a wide range of financial services to help clients achieve their goals, including:
- Financial planning
- Investment management
- Estate planning
- Tax planning and preparation
- Retirement planning
- Insurance planning
- Education planning
- Business planning
Client Types
MILES WEALTH MANAGEMENT, L.L.C. serves a diverse range of clients, including:
- Individuals and families
- Business owners and executives
- Retirees
- Non-profit organizations
Fees & Compensation
MILES WEALTH MANAGEMENT, L.L.C. operates on a fee-based model, meaning that the firm charges a percentage of the assets they manage for their clients. This aligns the firm’s interests with their clients’ goals, as they only make money when their clients’ investments grow. The specific fees and compensation structure can vary based on the services and products used by each client.
Background
MILES WEALTH MANAGEMENT, L.L.C. was founded by John Miles, who has over 20 years of experience in the financial industry. He has a background in accounting and finance and holds multiple certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
As a registered advisory firm, MILES WEALTH MANAGEMENT, L.L.C. follows all industry regulations and is required to disclose any relevant information to clients. This includes any conflicts of interest, fees, disciplinary actions, and other pertinent information. Clients have access to these disclosures through the firm’s Form ADV, which can be obtained through the Securities and Exchange Commission (SEC) website.