Catherine Miller is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Atlanta, GA, with 38 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.
Fee Estimator
Location
5555 Glenridge Connector, Suite 825, Atlanta, GA, 30342
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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 Activities
Catherine is a registered representative with Purshe Kaplan Sterling Investments, dedicating minimal time to servicing existing client investments. She is also the principal/owner of Prosperity Financial Advisors, a passive entity, and devotes no time to this activity.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Atlanta Financial Associates, LLC
Purshe Kaplan Sterling InvestmentsBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Atlanta Financial Associates, INC.
Fsc Securities Corporation
Guardian Investor Services CorporationBroker
Fsc Securities CorporationBroker
Guardian Investor Services CorporationBroker
Ogilvie & Taylor 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.