Joseph Miller
Joseph Miller is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in St. Louis Park, MN, with 32 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
1650 West End Blvd. Suite 100, St. Louis Park, MN, 55416
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Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Joseph is an independent insurance agent for various companies since 1996, dedicating a few hours per week to this. He also owns Integra Shield Financial Group, works as a divorce planning managing director, and is an advisory rep of a RIA, among other activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Aal Capital Management CorporationBroker
State Registrations3 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.