Firm
Miller Capital
Troy, Michigan
Fee-only
Miller Capital at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 5 employees and 74 individual clients, 67 of them high net worth.
- Its average account is about $1.7 million (assets it manages divided by its 187 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Troy, Michigan |
|---|---|
| Website | millercapital.com |
| [email protected] | |
| Phone | (248) 901-1650 |
Miller Capital fees
Miller Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $312 million |
| Individual clients | 7 |
| High-net-worth clients | 67 |
| Accounts managed | 187 |
| Employees | 5 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-64489) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 124489 |