Advisor at Miller Financial Services 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
Miller Financial Services LLC
Location
Marshall, MI 49068
Credentials
Series 63, Series 66
Industry experience
15 years
Flat fees for financial planning up to $5,000; flat Plan Consulting fee for pension consulting non-securities services.
$0+: Up to 1.50% annually (maximum) for Asset Management $0+: Up to 1.00% annually (maximum) for Pension Consulting 3(21) or 3(38) services
Certain supervised persons may receive commissions from insurance product sales; this is separate from advisory fees.
$150 to $500 per hour for financial planning and consulting services, as well as non-securities related consulting.
Fee-only: Financial Planning and Consulting services charged hourly ($150 to $500 per hour) or flat fees (not to exceed $5,000). Consulting services charged hourly ($150 to $500 per hour) or flat fees. Pension Consulting non-securities related consulting charged flat Plan Consulting fee.
Miller Financial Services, LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Battle Creek, MI
Edward Jones
CFP®, Series 63, Series 66
Battle Creek, MI
Edward Jones
Series 66
Battle Creek, MI
Edward Jones
Series 66
Battle Creek, MI
Edward Jones
Series 66
Marshall, MI
Edward Jones
Series 66
Battle Creek, MI
Edward Jones
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