Robert Miller
Robert Miller is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Newburyport, MA, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
75 Water Street, Suite 523, Newburyport, MA, 01950
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2005Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
The Financial Advisors, LLC
Independent Advisers Group CORP
Lincoln Financial Securities CorporationBroker
The Financial Advisors LLC
A. G. Edwards & Sons, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Moseley Securities CorporationBroker
State Registrations3 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.
Exams
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