Elizabeth Miller
Elizabeth Miller is a CFA, CFP-designated registered investment advisor at Summit Place Financial Advisors, LLC, based in New York, NY, with 30 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 59 clients with $300M 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable at the firm's discretion. The firm generally requires an aggregate annual minimum fee of $50,000.
Fee Estimator
Contact
Elizabeth Miller
Location
New York, NY
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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 →Employment History
Current Registrations
Summit Place Financial Advisors, LLC
Previous Registrations
Trevor Stewart Burton & Jacobsen INC
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
Additional Information
After years of managing institutional and individual client portfolios, Liz Miller, CFA, CFP® launched Summit Place Financial Advisors in 2008, dedicated to addressing all the wealth needs of those who have already been achieving financial success and are looking for experienced guidance to simplify and manage their wealth. Summit Place uniquely provides a single point of expertise to help clients achieve their goals by managing their portfolios and coordinating the best advice from all their professionals.
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