Advisor at Richard Miller Financial Services, LLC
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Firm
Richard Miller Financial Services, LLC
Location
Zanesville, OH 43701
Credentials
ChFC®, Series 66
Industry experience
25 years
Richard Miller is a financial advisor with Richard Miller Financial Services, LLC in Zanesville, Ohio. He holds the ChFC® designation and Series 66 license and has 25 years of industry experience. Since founding his firm in 2011, he has been the sole advisor. Outside of finance, he is co-owner of a small beef cattle farm established in 1988. Richard Miller Financial Services provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm customizes investment decisions primarily using mutual funds and ETFs, supplemented by individual stocks and bonds, and incorporates both long-term and active management strategies.
Based on Richard Miller Financial Services, LLC
Based on Richard Miller Financial Services, LLC
Fixed fees ranging from $500 to $2,000, negotiable
$0+: 0.50% +: up to 2.50%
$100 to $200 per hour, negotiable
Fee-only: Investment advisory fees from 0.50% up to 2.50% annually, payable quarterly in advance
2794 Maple Ave
Zanesville, OH 43701
Ohio
Richard Miller Financial Services, LLC
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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