Brett Miller is a CFA-designated registered investment advisor at Birchbrook, based in Bangor, ME, with 5 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 320 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are calculated and prorated monthly and paid in arrears. All fees are negotiable. Financial planning fees may be discounted for clients who also retain Birchbrook for investment management.
Fee Estimator
Location
82 Columbia St, Bangor, ME, 04401
Get directionsHistory
Regulatory History (2)
Civil
May 2002Customer Dispute
January 2000Employment History
Current Registrations
Birchbrook
Previous Registrations
Columbia Management Advisors, INC.
Bti Financial Group
State Registrations5 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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