Rowland Miller + Partners LLC

CRD#226629
Investment Advisor Firm

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Learn more about Rowland Miller + Partners LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Rowland Miller + Partners LLC is a financial advisor company headquartered in Atlanta, Georgia. The company handles $460.2 million in assets across 566 customer accounts, placing it among the bigger firms in the United States by assets under management (AUM). The firm has a small group, including 3 financial advisors. Rowland Miller + Partners LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial investments like bonds, stocks and options.

    Rowland Miller + Partners LLC oversees all of its accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes transaction judgments for the client's account without requiring client consent. The company's typical account size is $813,090. The average advisor at Rowland Miller + Partners LLC manages around 189 client accounts.

    The company's main office is located at 3060 Peachtree Road, N.W., Atlanta, Georgia 30305. The firm is permitted to serve clients across 7 states, including Alabama, Florida, Georgia, Louisiana, North Carolina, South Carolina and Texas.

    Assets Under Management

    $460.2 million

    Number of Advisors

    3

    Disclosures

    No

    Office Location

    3060 Peachtree Road, N.W.
    Atlanta, GA 30305

    Rowland Miller + Partners LLC by the Numbers

    Total Assets Under Management

    $460.2 million

    National Average: $8.6 billion
    Total Number of Employees

    4

    National Average: 64
    Total Number of Accounts

    566

    National Average: 375,227
    Average Account Size

    $813.1 thousand

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees usually are based on the type of services offered. Fees billed by Rowland Miller + Partners LLC typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm provides services to retail investors and high net worth investors. Out of its 566 customers, Rowland Miller + Partners LLC's largest client group is retail investors, though it also caters to 105 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients reside abroad.

    • High-Net-Worth Individuals* - 44.3%
    • Other Individuals - 55.7%
    • Corporations - 0%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Rowland Miller + Partners LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Rowland Miller + Partners LLC

    Mote Andrews
    Atlanta, GA
    Janet Miller
    Atlanta, GA

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