Miller Private Wealth LLC

Miller Private Wealth LLC is a registered investment adviser specializing in providing investment advice through the Wrap Fee Program. Established in 2019, the firm, led by Tracy Miller, offers continuous supervisory services on a discretionary basis, focusing on individual investment goals, time horizons, and risk tolerance. Clients authorize discretionary authority for investment transactions based on their objectives. The firm may engage sub-advisors when appropriate, with fees bundled in the Program fee. Clients can participate in a tiered fee schedule based on assets under management, ranging from 1.50% to 1.00% annually. The fee structure includes ongoing portfolio management services, asset allocation, and monitoring. MPW offers both Wrap Fee and Non-Wrap Fee Programs, providing options based on client needs. The firm practices a nimble trading strategy to grow assets during up trends and protect principal during down trends. MPW does not require a minimum initial investment and generally serves individuals or high net worth clients. The firm's investment philosophy involves fundamental and technical analysis, focusing on capital appreciation and risk management. Tracy Miller, a CFP®, ChFC®, CLU®, leads the firm with extensive experience in the financial industry. Additionally, the firm's Code of Ethics ensures the best interests of clients are prioritized. Clients receive quarterly performance reports and have access to Tracy Miller for any inquiries or consultations.