Advisor at WESPAC Advisors, 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
WESPAC Advisors, LLC
Location
Phoenix, AZ 85016
Credentials
Series 63, Series 65
Industry experience
16 years
Steve Miller is a financial advisor with WESPAC Advisors, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Global Retirement Partners from 2014 to 2020 and has been associated with MaStock & Associates since 2003. Outside of his advisory roles, Miller is involved with Matlock & Associates, focusing on non-variable health and disability insurance. WESPAC Advisors serves participant-directed retirement plan sponsors, high-net-worth individuals, trusts, and corporate clients by providing investment management, fiduciary oversight, and participant education. The firm employs top-down sector rotation and relative-strength strategies for taxable portfolios and primarily selects no-load mutual funds for self-directed retirement plans, managing accounts mostly on a discretionary basis.
Based on WESPAC Advisors, LLC
Based on WESPAC Advisors, LLC
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.15% $2,000,001 - $3,000,000: 1.05% $3,000,001 - $5,000,000: 0.95% $5,000,001+: 0.85%
Commissions received by supervised persons from insurance product sales
Account minimum: $250,000
2400 E Arizona Biltmore Cir #1100
Phoenix, AZ 85016
Arizona
Global Retirement Partners
2014 - 2020 (6 years)
WESPAC Advisors
2005 - Present (21 years)
MaStock & Associates
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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.
Is not active or affiliated with:
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.
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