Advisor at Michael G. Miller & Associates, L.L.C.
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Firm
Michael G. Miller & Associates, L.L.C.
Location
Willoughby, OH 44094
Credentials
ChFC®, Series 63, Series 65
Industry experience
45 years
Michael Miller is a financial advisor at Michael G. Miller & Associates, L.L.C. in Willoughby, Ohio, with 45 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes long tenures at Signator Investors, Inc., Royal Alliance Associates, Inc., and OSAIC Wealth, Inc. Michael G. Miller & Associates, LLC provides investment advisory and financial planning services to individuals and entities such as pension and profit-sharing plans, trusts, and estates. The firm emphasizes a planning-centered process with tailored recommendations and ongoing review, relying on technical analysis and third-party research rather than discretionary asset management.
Based on Michael G. Miller & Associates, L.L.C.
Fixed financial plan fees ranging from $500 to $10,000 based on a point system
Advisory associates may receive commissions from securities, insurance products, and mutual funds purchased through related entities, including 12b-1 fees
$413 per hour for advisory services
Fee-only: Hourly advisory services billed at $413 per hour; Fixed annual retainer fees ranging from $300 to $10,000 based on a point system related to financial plan complexity
37850 Euclid Avenue #3
Willoughby, OH 44094
Florida · North Carolina · Ohio
OSAIC Wealth, Inc
2023 - Present (3 years)
Royal Alliance Associates, INC.
2018 - 2023 (5 years)
Signator Investors, inc.
1990 - 2018 (28 years)
Michael G. Miller & Associates, L.L.C.
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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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