Fred Miller is a registered investment advisor at Fred Miller & Assoc., based in Baton Rouge, LA, with 15 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3 clients with $630K 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 $50K | 2.00% |
| $50K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees may be negotiated for accounts over $500,000.
Fee Estimator
Location
Baton Rouge, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fred Miller & Assoc.
State Registrations1 state
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