Steve Miller
Steve Miller is a registered investment advisor at Wespac Advisors, LLC, based in Incline Village, NV, with 16 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 639 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable and may be waived in certain circumstances, such as employee accounts.
Fee Estimator
Location
Incline Village, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steve is involved with Matlock & Associates, selling non-variable insurance products like health and disability, dedicating about half his time. He is also associated with Global Retirement Partners, a registered investment advisor hybrid.
Employment History
Current Registrations
Wespac Advisors, LLC
Previous Registrations
Global Retirement Partners LLC
Financial Telesis, INC.
State Registrations2 states
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
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