GM
CFP
GM
CFP
Gary Miller
13 Years of Experience
laguna niguel, CA
1 Disclosure
Gary Miller is a CFP-designated registered investment advisor at Trusted Financial Advisors, based in laguna niguel, CA, with 13 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 47 clients with $57M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
47 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$57.3M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees may be negotiable in some circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
laguna niguel, CA
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2015Settled
Employment History
Current Registrations
Trusted Financial Advisors
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Noble Wealth Management, INC.
July 2016 - July 2021 · 5 yrs
Trusted Financial Advisors
April 2012 - December 2016 · 4 yrs 8 mos
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.