Ernest Miller
Ernest Miller is a registered investment advisor at Directional Advisors, based in Lewisville, TX, with 28 years of industry experience. Ernest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 87 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the size of the account, complexity of investment strategy, types of holdings, and relationship with the firm.
Fee Estimator
Location
Lewisville, TX
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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 ActivitiesSells Insurance
Ernest is an insurance agent for Colonial Life Insurance since 2005, dedicating minimal time. He is also a Managing Director at KFO since 2022, and a Co-Founder/Advisory Board Member at Métis Growth Partners since 2017, spending nearly full-time and about a quarter of his time, respectively, on business consulting.
Employment History
Current Registrations
Directional Advisors
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Wealthforge Securities, LLCBroker
Fusion Capital Management
Bright Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
H.J. Meyers & CO., 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.