Teresita Miller
Teresita Miller is a registered investment advisor at Centaurus Financial, INC., based in Pacific Grove, CA, with 34 years of industry experience. Teresita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
Pacific Grove, CA
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Regulatory History (1)
Judgment / Lien
January 2023Other Business ActivitiesSells Insurance
Teresita is an agent for Blue Cross since 1995, selling health insurance. This activity requires minimal time.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Financial Network Investment CorporationBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Mony Securities CORP.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Investment Management & Research, INCBroker
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.