GM
GM
George Miller
42 Years of Experience
Orlando, FL
2 DisclosuresBroker
George Miller is a registered investment advisor at Charles Schwab & CO., INC., based in Orlando, FL, with 42 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1958 Summit Park Dr., Orlando, FL, 32810
Get directionsHistory
Regulatory History (2)
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Financial
March 2017Final
Employment Separation After Allegations
June 1987Employment History
Current Registrations
Charles Schwab & CO., INC.
April 2003 - Present · 23 yrs 1 mo
Charles Schwab & CO., INC.Broker
December 1991 - Present · 34 yrs 5 mos
Previous Registrations
Optionsxpress, INC.Broker
September 2011 - November 2017 · 6 yrs 2 mos
Landmark Brokerage Services, INC.Broker
April 1991 - November 1991 · 7 mos
Citicorp Financial Services,inc.Broker
September 1987 - April 1991 · 3 yrs 7 mos
Nb Clearing CorporationBroker
June 1984 - June 1987 · 3 yrs
Norstar Brokerage CorporationBroker
June 1983 - June 1987 · 4 yrs
Oppenheimer & CO., INC.Broker
April 1983 - June 1983 · 2 mos
State Registrations41 states
ALARAZCACODCDEFLGAHIIAIDINKSLAMAMDMEMIMNMSNCNDNENHNJNMNYOHORPAPRRISCTXUTVAVTVirgin IslandsWAWI
AdvisorBrokerBoth
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.