Advisor at Baobab Wealth Management
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Firm
Baobab Wealth Management
Location
Nokomis, FL
Credentials
Series 66
Industry experience
19 years
James Miller is a financial advisor with Baobab Wealth Management in Nokomis, FL, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Golden State Equity Partners, Intervest International Equities Corp, and Alcon. He is also the author of the investment-related book *Divorce the IRS*. Baobab Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, including Americans living overseas through Baobab Wealth Abroad. The firm uses a tactical allocation approach based on fundamental analysis and offers tailored portfolios incorporating exchange-listed securities, mutual funds, structured notes, covered-call option strategies, and discretionary rebalancing aligned with client risk profiles.
Based on Baobab Wealth Management
Fixed fee up to $15,000 for comprehensive financial planning and consulting services
Less than $1 million - $1,000,000: 1.00% $1,000,001 - $3 million: 0.75% $3,000,001 - $5 million: 0.65% $5,000,001+: 0.50%
$300/hour for financial planning services used to calculate fixed fees
Nokomis, FL
Alaska · Colorado · Florida · Georgia · Texas · Washington
Baobab Wealth Management
2025 - Present (1 year)
Golden State Equity Partners, LLC
2022 - 2025 (3 years)
Intervest International Equities Corp
2015 - 2022 (7 years)
Alcon
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Kienzle Wealth Consulting LLC
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Fiduciary Consulting Group, Inc.
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