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Mike Mcmillen
23 Years of Experience
Boise, ID
1 Disclosure
Mike Mcmillen is a registered investment advisor at Gem State Investment Advisors, based in Boise, ID, with 23 years of industry experience. Mike operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 113 clients with $100M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
113 clients
Average Client Portfolio
$904K average
Assets Under Management
$102.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable based on various client factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Boise, ID
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2002Denied
Employment History
Current Registrations
Gem State Investment Advisors
December 2023 - Present · 2 yrs 5 mos
Mcmillen & Company, INC.
June 2006 - Present · 19 yrs 11 mos
Previous Registrations
The Caprock Group, INC.
February 2003 - July 2006 · 3 yrs 5 mos
U.S. Bancorp Piper Jaffray INC.
May 2002 - January 2003 · 8 mos
State Registrations3 states
IDTXWA
Advisor
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
No exam information available for this advisor.