FAQs

What is your fee structure?

Myles is a fee-based advisory firm. Our asset management compensation is 100% transparent, so you know exactly what we make and the value we provide. We charge a competitive asset under management (AUM) annual fee that is computed on the value of the assets we manage. In certain circumstances, a financial planning fee may be charged. Insurance products, by their nature, may carry commissions.

How do I know my reports are accurate?

Myles does not have direct custody of your accounts. We provide 24/7 access and visibility to your accounts via our online client portal. Your funds will never be comingled with any other investments.

I consider myself to be financially savvy. Do I need a financial advisor?

Do you know that even high net-worth individuals often hire the assistance of a financial professional? These highly successful and disciplined people know that accountability is a key to success. However, many people with the knowledge and experience to manage their own assets will procrastinate when it's time to make a decision. Often their own needs take a back seat to jobs or family. We at Myles seek to add value not only by helping you develop a plan, but also by implementing and adjusting it when necessary. Our knowledge and accountability as a financial advisor can help you take the necessary actions to meet your goals.

Can I use just one of your services?

Yes. However, our holistic planning firm is best utilized after consultation on our three services – wealth, risk, and debt management.

We offer solutions using a consultative approach, with the goal of simplifying your financial life. Typically, Myles has found that coordinating a client's investment portfolios and financial planning is the best path to achieving this goal. While the majority of our clients seek both services, when appropriate, we are able to unbundle our services and provide only investment management or financial planning to meet your needs.

What is a fiduciary?

Under the Employee Retirement Income Security Act (ERISA), a fiduciary is any person, company, or association that renders investment advice for a fee or other compensation with respect to the funds or property of a plan, or who has the authority to do so. A fiduciary exercises discretionary authority or control over the management of a plan or the management of the disposition of its assets, or has the discretionary authority or responsibility in administering a plan. Importantly, a fiduciary is bound to always act in the best interests of the client.


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