John Miller
John Miller is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Indianapolis, IN, with 28 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B 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 | 2.75% |
Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.
Fee Estimator
Location
3815 River Crossing Pkwy, Ste 200, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (3)
Regulatory
November 2015Regulatory
April 2015Customer Dispute
September 2007Employment History
Current Registrations
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
City Securities CorporationBroker
City Securities Corporation
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Charles Schwab & CO., INC.Broker
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.
Exams
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