Michael Miller is a registered investment advisor at R.B. Financial Group, based in Marana, AZ, with 8 years of industry experience. Michael 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 40 clients with $13M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
40 clients
Average Client Portfolio
$332K average
Assets Under Management
$13.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.30% |
All management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Marana, AZ
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 1998Settled
Employment History
Current Registrations
R.B. Financial Group
February 2018 - Present · 8 yrs 3 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.