Anthony Miller
Anthony Miller is a CFP, ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Billings, MT, with 32 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
176 South 32nd Street West, Suite 1, Billings, MT, 59102
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Regulatory History (1)
Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Anthony is an insurance broker, owner of multiple businesses including real estate management and consulting, and involved in condo associations. He also owns a podcast, YouTube channel, TikTok channel, and blog, and a motorized off-road use related business.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
MML Investors Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
State Registrations21 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.