Brown | Miller Wealth Management, LLC

Brown Miller Wealth Management, LLC is a fee-only registered investment adviser founded in 2019 by Christopher W. Brown and David A. Miller. The firm offers personalized investment management and financial advisory services to individuals, high net worth individuals, trusts, businesses, and corporations. Services include investment and wealth management, financial planning, and fiduciary and non-fiduciary services for plan sponsors. BMWM manages client portfolios on a discretionary basis and, in limited circumstances, on a non-discretionary basis. The firm utilizes a comprehensive discovery process to tailor investment solutions based on clients' needs and goals. Client assets are primarily allocated among individual equity and debt securities, ETFs, and institutional mutual funds. BMWM may also recommend allocating assets to Independent Managers. The firm does not charge performance-based fees or engage in side-by-side management. Clients must have a minimum account size of $500,000 - $1,000,000 per household, but smaller portfolios may be accepted based on individual circumstances. BMWM's fees are based on a graduated fee schedule and may be negotiated at the firm's discretion. The firm does not have any disciplinary information to report and does not participate in soft-dollar relationships. Clients' assets are held by a qualified custodian, and BMWM has investment discretion over client accounts. The firm retains proxy voting authority for clients and has no financial commitments that could impair its contractual obligations.