Advisor at The Professional Financial Company 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
The Professional Financial Company LLC
Location
Orem, UT 84057
Credentials
CFP®, Series 65
Industry experience
15 years
William Miller is a CFP® and holds a Series 65 license with 15 years of experience in financial advising. He has worked at The Professional Financial Company LLC since 2018 and previously held positions at Arista Wealth Management, LLC and Legacy Wealth Management, LLC. The Professional Financial Company LLC offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a disciplined investment approach that includes written Investment Policy Statements, fundamental and quantitative analysis, and tax-aware, globally diversified strategies, managing accounts mainly on a discretionary basis.
Based on The Professional Financial Company LLC
Financial planning fees range from $500 to $25,000 depending on complexity
$0 - $800,000: 1.5% (150 bps) $800,001 - $5,000,000: 1.0% (100 bps) $5,000,001 - $20,000,000: 0.75% (75 bps) $20,000,001+: 0.50% (50 bps)
Account minimum: $800,000
384 W Center St
Orem, UT 84057
Texas · Utah
The Professional Financial Company, LLC
2018 - Present (8 years)
Arista Wealth Management, LLC
2016 - 2018 (2 years)
Legacy Wealth Management, LLC
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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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