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Michael Miley

24 Years of Experience
Auburn Hills, MI

Michael Miley is a registered investment advisor at New View Financial, LLC, based in Auburn Hills, MI, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 95 clients with $22M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
95 clients
Average Client Portfolio
$227K average
Assets Under Management
$21.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum advisory fee is 1.00% per annum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2545 N Opdyke Rd, Suite 101, Auburn Hills, MI, 48326

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
New View Financial, LLC
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Spc
December 2010 - December 2011 · 1 yr
Sigma Financial CorporationBroker
June 2006 - December 2018 · 12 yrs 6 mos
PFS Investments INC.Broker
April 2006 - June 2006 · 2 mos
MML Investors Services, INC.Broker
October 1990 - April 1995 · 4 yrs 6 mos
First Investors CorporationBroker
June 1990 - July 1990 · 1 mo
State Registrations2 states
MITX
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.
Michael Miley - Financial Advisor | TrueAdvisor