Jeffrey Miller
Jeffrey Miller is a ChFC-designated registered investment advisor at Onepoint Bfg Wealth Partners, based in Richmond, VA, with 37 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 8,647 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiated up to a maximum of 2.00% annually. The firm permits both fixed percentage and tiered fee schedules depending on the agreement.
Fee Estimator
Location
504 Libbie Avenue, Richmond, VA, 23226
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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 ActivitiesSells Insurance
Jeffrey may earn commissions from insurance companies for selling life, health, long-term care, annuity, and/or disability income insurance products. He also has ownership stakes in several LLCs and real estate partnerships, and is a board member of a charity, but these activities require minimal time.
Employment History
Current Registrations
Onepoint Bfg Wealth Partners
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations2 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.
Exams
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