John Miller
John Miller is a CFP-designated registered investment advisor at Advisory Services Network, based in Moorestown, NJ, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.
Fee Estimator
Location
505 S Lenola Rd, Suite 110, Moorestown, NJ, 08057
Get directionsHistory
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
John is a member of Apex Tax Advisors, LLC, preparing tax returns, which occupies a significant amount of time during tax season and minimal time outside of it. He is also an independent insurance agent since 2011, dedicating a few hours per week, and a member of Apex Capital Wealth Management LLC.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
National Asset Management, INC.
Gunnallen Financial, INC
Unified Wealth Management, LLC
Gunnallen Financial, INC
Royal Alliance Associates, INC.
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.
Exams
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