Kevin Miller is a registered investment advisor at Fbd Asset Mgmt, based in Bloomington, MN, with 38 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 96 clients with $49M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Fees and required account size to attain a certain fee level may be negotiable on a client-by-client basis.
Fee Estimator
Location
7760 France Avenue South, Suite 925, Bloomington, MN, 55435
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2018Other Business Activities
Kevin owns Fringe Benefits Design of Minnesota, Inc. since 1990 and The E-Valuator, LLC since 2013, dedicating about 10-20% of his time to the latter. He is also the CEO of Systelligence, LLC and Sole Member/Chief Investment Officer of FBD Asset Management, LLC, both Registered Investment Advisors, dedicating about 10-20% of his time to Systelligence.
Employment History
Current Registrations
Fbd Asset Mgmt
Systelligence, LLC
Previous Registrations
Intervest International, INC.
Intervest International Equities CorporationBroker
Linsco/private Ledger CORP.Broker
Monarch Securities, INC.Broker
Nwnl Management CorporationBroker
State Registrations1 state
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.