Robert Miller
Robert Miller is a registered investment advisor at Stonex Advisors INC., based in Birmingham, AL, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243
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Regulatory History (1)
Customer Dispute
June 2002Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
Investors Capital CORP.Broker
Delta Equity Services CorporationBroker
Securities America, INC.Broker
Commonwealth Equity Services, INC.Broker
Pioneer Funds Distributor, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Startrade Securities CORP.Broker
Scudder Fund Distributors, INC.Broker
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.