GM
CFP
GM
CFP
Gary Miller
14 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 14 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 46 clients with $61M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
46 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$61.4M
Fee Structure
Minimum Investment:None
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% |
Separate accounts controlled by a single control group are aggregated for fee discounts. Fees may be negotiable in some circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
laguna niguel, CA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2015Settled
Employment History
Current Registrations
Trusted Financial Advisors
January 2017 - Present · 9 yrs 9 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.