Phillip Miller Jr.
Advisor at Pathstone
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 Pathstone
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.
Phillip Miller Jr. is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Pathstone. His prior experience includes five years at Cornerstone Advisors, Inc. and several years at Pathstone in two separate periods. Pathstone serves ultra-high-net-worth families, single-family offices, institutional investors, and other pooled investment vehicles. The firm employs a multi-asset, manager-centric investment approach and combines advisory services with family-office offerings, including in-house accounting and affiliated trust companies.
Based on Pathstone
Based on Pathstone
Fixed/flat fees for various Professional Services including accounting, tax compliance, family office structuring, wealth planning, risk management, and extended family office services.
Time & materials based on fixed/flat rate or fixed/flat fee for certain tax-related services.
Performance-based fees are negotiated on a case-by-case basis for qualified clients and may be charged at the Affiliated Fund level.
Account minimum: $10 million
225 108th Avenue Ne, Suite 400
Bellevue, WA 98004
Washington
Pathstone
2023 - Present (3 years)
Pathstone
2020 - 2023 (3 years)
Cornerstone Advisors, Inc.
2015 - 2020 (5 years)
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Is active or affiliated with:
Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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