Timothy Miller
Timothy Miller is a registered investment advisor at Ascentis Independent Advisors, LLC, based in Sewickley, PA, with 38 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
2605 Nicholson Rd, Ste 2303, Sewickley, PA, 15143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is an insurance agent selling life, health, disability, annuities, and long-term care insurance since 2012. He is also the owner of Benchmark Financial Advisors, LLC, a DBA for financial services, and owner/managing partner of Baxter Services LLC, a real estate investment LLC, dedicating minimal time to the latter.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Previous Registrations
Org Partners
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Tbgc Advisors, LLC
Walnut Street Securities, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.