Miller Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$294,550,139
Clients
574
Advisors
3
of 3 employees
About
Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual and high-net-worth clients, as well as to institutional retirement plans. The firm reports approximately $462.9 million in assets under management for roughly 574 clients and states it serves pension clients including state and local government and municipal plans.
Its investment process uses both fundamental and technical analysis and may employ individual stocks, bonds, mutual funds, ETFs, options, and REITs; the firm generally purchases institutional share classes and monitors and rebalances portfolios on an ongoing basis. For retirement-plan clients the firm documents investment policy statements, recommends and monitors plan investment options, and provides participant education and individualized advice while serving in 3(21) or 3(38) fiduciary roles where engaged.
Compared with peers, the firm is notable for its combination of relatively large AUM and a high client load per advisor, and for its uncommon client mix that includes state or municipal clients and formal fiduciary plan-management appointments. The brochure also discloses that the firm is licensed as an insurance agency and that a firm principal provides administrative and investment-reporting support to a foundation, creating additional advisory and compensation relationships clients should consider.
Client services
Expertise
Fee options
Flat fees for financial planning up to $5,000; flat plan consulting fees for pension consulting; flat fees for consulting services with negotiable amounts.
Certain supervised persons may receive commissions for sale of securities and insurance products, separate from advisory fees.
$150 to $500 per hour for financial planning and consulting services.
Main office
1001 W Michigan Ave
Marshall MI 49068
Advisors at this office
3
Most active in
California · Florida · Indiana · Michigan · Nebraska · New Hampshire · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Alex W
CFP®, Series 65
Marshall, MI
Miller Financial Services LLC
Alex White is a CFP® with seven years of experience in the financial industry, currently serving as an advisor at Miller Financial Services LLC since 2018. Prior to joining Miller Financial Services, he worked briefly at Zhang Financial LLC and The Cove Lakeside Bistro. He holds a Series 65 license and is also licensed in insurance. Miller Financial Services LLC manages approximately $462.9 million in assets for about 574 clients, including individual, high-net-worth, and institutional retirement plan participants. The firm employs both fundamental and technical analysis in its discretionary portfolio management and provides fiduciary services to state and municipal pension clients.
Joseph M
Series 63, Series 66
Marshall, MI
Miller Financial Services LLC
Joseph Miller is a financial advisor at Miller Financial Services LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Miller Financial Services since 2007. Miller serves as an uncompensated trustee on the board of the Homer Community Foundation, a nonprofit organization benefiting the Homer, Michigan community. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual, high-net-worth, and institutional retirement plan clients. The firm manages approximately $462.9 million in assets for about 574 clients and serves state and local government pension plans, employing a combination of fundamental and technical analysis across various investment vehicles.
Isaac L
Series 65
Marshall, MI
Miller Financial Services LLC
Isaac Lubbers is a financial advisor at Miller Financial Services LLC with one year of industry experience. He holds a Series 65 designation and has previous work experience at Michigan State University, Supreme Shine Auto Detailing, and Sunnybrook Golf Course. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual, high-net-worth, and institutional retirement plan clients. The firm manages approximately $462.9 million in assets for about 574 clients, including state and municipal pension plans, and employs a combined fundamental and technical investment approach.
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