Marilyn Miller
Marilyn Miller is a registered investment advisor at Federal Benefits Advisors, based in Poulsbo, WA, with 22 years of industry experience. Marilyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Federal Employees, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 13 clients with $3M 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 | 1.00% |
This fee applies to sub-accounts within a variable annuity. Federal Benefits Advisors also refers clients to third-party asset managers (TPAMs) who charge between 1% and 2.25% annually. Federal Benefits Advisors receives 1% of the total fee paid to the TPAM.
Fee Estimator
Location
Poulsbo, WA
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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
Marilyn owns Federal Benefits Advisors, selling insurance, teaching seminars, and preparing benefit analysis reports for federal employees and social security benefit reports for the general public. This takes nearly full-time hours.
Employment History
Current Registrations
Federal Benefits Advisors
Previous Registrations
Onpointe Advisory and Financial Services, LLC
Aspen Financial Management, INC.
Sterling Financial Services, INC
Royal Alliance Associates, INC.
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.