Paul Miller
Paul Miller is a CFP-designated registered investment advisor at Indian River Financial Group, INC., based in Delray Beach, FL, with 24 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
1615 South Congress Avenue, Suite 103 - #16879734, Delray Beach, FL, 33445
Get directionsHistory
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
Paul is an agent for various insurance products, including life, annuity, long-term care, group health, dental, vision, and disability insurance, a service he has performed since 1985, dedicating a few hours per week. He is also a managing member of MILCUR, LLC, a non-investment related entity, spending minimal time on it.
Employment History
Current Registrations
Indian River Financial Group, INC.
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.