Steven Miller is a registered investment advisor at Trebuchet Consulting, LLC, based in Pittsburgh, PA, with 26 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 337 clients with $920M 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% |
Fee Estimator
Location
313 Castle Shannon Blvd., Pittsburgh, PA, 15234
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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 →Employment History
Current Registrations
Trebuchet Consulting, LLC
Previous Registrations
Bill Few Associates, INC.
Deloitte Investment Advisors LLC
The Ayco Company,l.p.
State Registrations3 states
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