Advisor at R.B. Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
R.B. Financial Group
Location
Marana, AZ
Credentials
Series 63, Series 65
Industry experience
8 years
Michael Miller is the sole advisor at R.B. Financial Group, an independent advisory firm based in Marana, AZ. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Miller has been with R.B. Financial Group since 2005. R.B. Financial Group is a fee-only, independent sole proprietorship that provides discretionary portfolio management primarily for individual, corporate, trust, and retirement accounts. The firm focuses on fixed-income investors, employs a value-oriented approach to equity selection, and emphasizes dividend-paying equities and investment-grade bonds, with accounts reviewed monthly and managed on a discretionary basis.
Based on R.B. Financial Group
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.65% $5,000,001+: 0.30%
Fee-only: Fee-only advisory based solely on management fee as a percentage of account value.
Marana, AZ
California
R.B. Financial Group
2005 - Present (21 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
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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