Jeffery Miller is a registered investment advisor at Wealth Asset Managers, based in Spokane, WA, with 35 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,023 clients with $270M 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 | 1.00% |
Fees may be negotiable at the discretion of NSI. The Client’s fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Location
9718 N Morton Ct, Spokane, WA, 99218
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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 Activities
Jeffery owns a rental condo and is involved with the condo association since 1992. He spends a few hours per week on general maintenance and administrative duties.
Employment History
Current Registrations
Wealth Asset Managers
Nelson Securities,inc.Broker
Previous Registrations
Empire Securities Incorporated of WashingtonBroker
State Registrations11 states
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