A complete list of active advisors currently associated with Fred Miller & Assoc.
Warmer can help you find a great advisor at Fred Miller & Assoc. or one who fits your needs even better.
Fred Miller & Assoc. provides discretionary portfolio management and investment advisory services primarily to high‑net‑worth individuals and to institutional clients. The firm reports a very small client base (three clients) and total assets under management of about $625,000. According to the firm’s Form ADV, it delivers portfolio management for both individual and institutional accounts and charges fees based on a percentage of assets under management; the brochure also describes its account review practices (Items 4, 7, 13). The ADV references the firm’s investment methods and risk discussion (Item 8), indicating a focus on individualized management rather than standardized products. What is distinctive about the firm is that it reports institutional portfolio management despite serving a very small number of clients and modest AUM, a combination that is uncommon among independent advisers. The brochure also documents the firm’s brokerage and custody disclosures (Items 12, 15), which may be relevant given its atypical mix of client types and the concentrated client roster.
To learn more about the advisors currently working at Fred Miller & Assoc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Baton Rouge, LA
| 16
|
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