Elizabeth Miller is a registered investment advisor at Key Financial, INC., based in West Chester, PA, with 16 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 1,418 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Rates shown are for discretionary accounts. Non-discretionary accounts range from 0.75% to 1.75%. Fees are negotiable.
Fee Estimator
Location
1045A Andrew Drive, West Chester, PA, 19380
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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
Elizabeth is a registered notary, providing services to clients when paperwork requires notarization. This takes about 10-20% of her time.
Employment History
Current Registrations
Key Financial, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
State Registrations1 state
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.
Exams
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