A complete list of active advisors currently associated with Miser Asset Management
Warmer can help you find a great advisor at Miser Asset Management or one who fits your needs even better.
Miser Asset Management provides portfolio management, financial consulting, and periodic educational seminars to individuals, trusts, estates, and business entities, serving both high‑net‑worth and non‑HNW clients. The firm also coordinates related services through affiliated providers for tax preparation, insurance, and legal needs. The firm offers both discretionary and non‑discretionary investment arrangements under written advisory agreements and charges asset‑based fees; in practice, the large majority of assets are managed on a non‑discretionary basis (over 90% of AUM). Investment decisions draw on a mix of fundamental, technical, cyclical and economic analysis and employ strategic asset allocation across instruments that can include ETFs, structured notes, and limited exposure to crypto‑linked ETFs. Compared with many peers, Miser has several uncommon affiliations and activities: its representatives are licensed to sell insurance and to act as real estate agents, firm personnel run a sponsored real estate investment fund, and the adviser coordinates services with related tax and wealth entities. The firm also disclosed a 2025 consent order with the state securities regulator addressing net capital and recordkeeping deficiencies and continues to offer free educational workshops to current and prospective clients.
To learn more about the advisors currently working at Miser Asset Management, 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 |
|---|---|---|
South Weber, UT
| 1
| |
Knoxville, TN
| 15
|
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