Miller Capital

SEC-regulated
Registered investment advisor
Miller Capital, established in July 1999, is a Registered Investment Advisor located in Troy, Michigan. The firm offers Investment Supervisory Services, Investment Advice, and Financial Advice. Clients can opt for discretionary services like Complete Investment Management or Asset Allocation Management, granting the firm authority to make investment decisions without prior approval. Non-discretionary services include Portfolio Analysis & Consulting and Limited Portfolio Analysis & Consulting, where clients receive advice and recommendations without granting investment decision authority. Wealth Management services are also available, offering comprehensive or targeted financial advice. Clients can tailor their investment preferences and restrictions in writing. Miller Capital manages $239,682,035 of client assets, with $201,818,437 under discretionary management. The fee structure includes percentage of assets, hourly charges, or fixed fees, payable monthly, quarterly, or semi-annually. The firm does not charge performance-based fees and serves various client types without a minimum account size requirement. Investment strategies rely on fundamental analysis, with a focus on client needs, goals, and preferences. Miller Capital does not accept soft dollar arrangements and has no disciplinary events in its history.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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