Michael Miller
Advisor at Miller Premier Investment Planning LLC
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.
Advisor at Miller Premier Investment Planning LLC
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
Miller Premier Investment Planning LLC
Location
Mansfield, TX
Credentials
CFP®, Series 63, Series 65
Industry experience
20 years
Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.
Based on Miller Premier Investment Planning LLC
Based on Miller Premier Investment Planning LLC
Financial planning services quoted on a flat fee or annual retainer basis, ranging from $1,800 to $5,000 depending on complexity.
$0 - $1,000,000: 2% $1,000,001+: 1%
Account minimum: $500,000 Minimum fee: Minimum annual fee of $10,000 for clients on retainer including ongoing discretionary investment management services. Fee-only: Financial planning fees range from $1,800 to $5,000 depending on complexity; flat fees or annual retainers for financial planning services.
Mansfield, TX
Texas
Miller Premier Investment Planning, Llc
2007 - Present (19 years)
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