Advisor at Peltoma Capital Partners
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
Peltoma Capital Partners
Location
Austin, TX
Credentials
CFA®, Series 63
Industry experience
10 years
Rubin Miller is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Peltoma Capital Partners, where he has worked since 2023, following prior roles at Perspective Wealth Partners and Dimensional Fund Advisors. Outside of his advisory work, Miller operates an investment-related blog, www.fortunesandfrictions.com. Peltoma Capital Partners offers wealth management, investment management, and comprehensive financial planning services to individuals, corporations, and institutional clients. The firm’s investment approach is based on modern portfolio theory, combining passive and active strategies with a long-term focus and attention to tax efficiency.
Based on Peltoma Capital Partners
Flat fee for Wealth Management Services for clients with up to $1,000,000 in assets ($8,000 to $18,000 annually, based on complexity); Retirement Plan Consulting fees range from $6,000 to $50,000, paid semi-annually in advance; project-based financial planning fees negotiated, with portion collected in advance
$0 - $1,000,000: N/A - flat fee applies ($8,000 to $18,000 annually) $1,000,000 - $10,000,000: 0.50% $10,000,001+: 0.25%
Hourly rate for project-based financial planning starting at $500/hour; fees are negotiable
Minimum fee: Minimum quarterly fee of $2,000 for Wealth Management and Standalone Investment Management Services Fee-only: Fee-only firm; compensated solely by clients; no commissions or sales-related compensation received
Austin, TX
California · Montana · Texas
Peltoma Capital Partners, LLC
2023 - Present (3 years)
Perspective Wealth Partners, LLC
2021 - 2023 (2 years)
DImensional Fund Advisors
2015 - 2021 (6 years)
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