Ruth Miller is a registered investment advisor at Osaic Wealth, INC., based in Eagle, ID, with 34 years of industry experience. Ruth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
873 E. State Street, Eagle, ID, 83616
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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.
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Ruth works as a compliance manager for Continuum Advisory, LLC, an outside RIA. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Continuum Advisory, LLC
Previous Registrations
Triad Advisors LLCBroker
Cx Institutional, LLC
Personal Wealth Partners LLC
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
Cri Securities, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Vsr Financial Services, INC.Broker
Waterford Financial, INC.Broker
Everest Securities, INC.Broker
Washington Square Securities, INC.Broker
The O.N. Equity Sales CompanyBroker
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.