Bert Miller
Bert Miller is a registered investment advisor at Miller Wealth Advisors, LLC, based in Ridgway, CO, with 43 years of industry experience. Bert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 116 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on circumstances, required services, complexity, or pre-existing relationships.
Fee Estimator
Location
Ridgway, CO
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2005Customer Dispute
December 2004Customer Dispute
August 2004Customer Dispute
February 2004Other Business Activities
Bert holds an active insurance license in Texas but does not actively engage in insurance sales. Bert also holds an active CPA license in Texas but is not engaged in an accounting practice at this time.
Employment History
Current Registrations
Miller Wealth Advisors, LLC
Previous Registrations
Sanders Morris Harris INC.
Smh Capital Advisors, INC.
Miller-Green Financial Services, INC
Sanders Morris Harris INC.Broker
Ifg Network Securities, INC.Broker
Fsc Securities CorporationBroker
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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