DM
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Darin Miller
32 Years of Experience
Rolling Hills Estates, CA
1 DisclosureBroker
Darin Miller is a registered investment advisor at Wells Fargo Advisors, based in Rolling Hills Estates, CA, with 32 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
500 Silver Spur Rd, 3rd Fl Ste 300, Rolling Hills Estates, CA, 90275
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2002Settled
Employment History
Current Registrations
Wells Fargo Advisors
July 2003 - Present · 23 yrs
Wells Fargo Clearing Services, LLCBroker
July 2003 - Present · 23 yrs
Previous Registrations
Prudential Securities Incorporated
December 1999 - July 2003 · 3 yrs 7 mos
Prudential Securities IncorporatedBroker
October 1999 - July 2003 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1998 - October 1999 · 1 yr 6 mos
Dean Witter Reynolds INC.Broker
February 1996 - April 1998 · 2 yrs 2 mos
Toluca Pacific Securities CORP.Broker
January 1995 - February 1996 · 1 yr 1 mo
Meyers Securities CorporationBroker
April 1994 - August 1995 · 1 yr 4 mos
Annandale Securities, INC.Broker
April 1994 - April 1994 · 0 mos
Corporate Securities Group, INC.Broker
September 1993 - February 1994 · 5 mos
Chadwick Securities, INC.Broker
August 1993 - October 1993 · 2 mos
State Registrations15 states
AKARAZCACOFLILMANVNYOKSCTNUTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.