David Miller
David Miller is a ChFC-designated registered investment advisor at Private Client Services, LLC, based in Houston, TX, with 37 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
840 Gessner Road, Suite 700, Houston, TX, 77024
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
David works for AssuredPartners Investment Advisors, LLC as a registered investment advisor and spends about a quarter of his time there. David also works for AssuredPartners selling life, health, LTC, DI, group, and P&C insurance, dedicating about 10-20% of his time. Finally, David is an investor in a data center real estate venture.
Employment History
Current Registrations
Private Client Services, LLCBroker
Assuredpartners Investment Advisors
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Securities America, INC.Broker
MML Investors Services, INC.Broker
Equity Services, INC.Broker
Derand/pennington/bass, INC.Broker
Financial Synergies Equities, INC.Broker
State Registrations8 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.