Advisor at Miller Financial Services LLC
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Firm
Miller Financial Services LLC
Location
Marshall, MI 49068
Credentials
Series 63, Series 66
Industry experience
15 years
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.
Based on Miller Financial Services LLC
Based on Miller Financial Services LLC
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.
1001 W Michigan Ave
Marshall, MI 49068
Michigan · Texas
Miller Financial Services, LLC
2007 - Present (19 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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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