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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 293 clients with $260M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
293 clients
Average Client Portfolio
$884K average
Assets Under Management
$259.0M
Fee Structure
Investment management only (planning not offered)
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% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
82 Columbia St, Bangor, ME, 04401
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Regulatory History (2)
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Civil
May 2002Pending
Customer Dispute
January 2000Pending
Employment History
Current Registrations
Birchbrook
December 2022 - Present · 3 yrs 4 mos
Previous Registrations
Columbia Management Advisors, INC.
June 2003 - September 2004 · 1 yr 3 mos
Bti Financial Group
November 2002 - July 2003 · 8 mos
State Registrations5 states
FLMAMENYTX
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.