KM
KM

Kent Miller

31 Years of Experience
Centreville, VA
Broker

Kent Miller is a registered investment advisor at Navy Federal Investment Services, LLC, based in Centreville, VA, with 31 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,406 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
149 advisors
Number of Clients
6,406 clients
Average Client Portfolio
$268K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$50K

Navy Federal Investment Services (NFIS) offers investment management through various third-party portfolio managers. Fees are calculated as a percentage of the assets managed and do not exceed 1.75% annually. The exact fee varies depending on the services provided, the parties involved, and the types of investments. Different clients in the same program may pay different fees. NFIS also offers a Digital Investor Automated Portfolios product for a fixed fee of $3.50 per month.

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Location

5900 Fort Drive, Suite 110, Centreville, VA, 20121

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kent is a partner in North River Land, LLC, a family farm leasing land to local farmers. He spends minimal time paying bills, maintaining documents, and submitting information to the accounting firm.

Employment History
Current Registrations
Navy Federal Investment Services, LLC
January 2017 - Present · 9 yrs 4 mos
Navy Federal Investment Services, LLCBroker
February 2010 - Present · 16 yrs 3 mos
Navy Federal Investment Services, LLC
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Navy Federal Asset Management, LLC
September 2012 - January 2017 · 4 yrs 4 mos
Ing Financial Partners, INC.Broker
October 1994 - February 2010 · 15 yrs 4 mos
State Registrations14 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.