Herbert Miller is a registered investment advisor at Dpm Wealth Management, INC., based in Marietta, GA, with 12 years of industry experience. Herbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $1.7M 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 $750K | 1.00% |
| $750K - $1.0M | 0.85% |
| $1M+ | 0.75% |
Fees are negotiable depending on individual circumstances.
Fee Estimator
Location
Marietta, GA
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 Activities
Herbert is a CPA and owns a tax practice, dedicating about 10-20% of his time to it. He also owns Miller Financial LLC, a management consulting firm, spending a few hours per week there, and is the president of DPM Wealth Management, Inc., spending minimal time there as a registered investment advisor.
Employment History
Current Registrations
Dpm Wealth Management, 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.