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Christopher Miller

17 Years of Experience
Denver, CO
1 Disclosure

Christopher Miller is a registered investment advisor at Mercer Global Advisors INC., based in Denver, CO, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
680 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.50%

Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1200 17th Street, Suite 2000, Denver, CO, 80202

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2025
Employment History
Current Registrations
Mercer Global Advisors INC.
January 2026 - Present · 4 mos
Long Run Wealth Advisors, LLC
June 2025 - Present · 11 mos
Previous Registrations
Edward Jones
February 2022 - May 2025 · 3 yrs 3 mos
Edward JonesBroker
January 2022 - May 2025 · 3 yrs 4 mos
Olden Lane Securities, LLCBroker
September 2018 - September 2020 · 2 yrs
Hartford Equity Sales Company INC.Broker
July 2013 - October 2013 · 3 mos
Credit Suisse Securities (USA) LLCBroker
March 2011 - October 2012 · 1 yr 7 mos
Bear Stearns Asset Management INC
November 2005 - July 2008 · 2 yrs 8 mos
Bear, Stearns & CO. INC.Broker
November 2005 - July 2008 · 2 yrs 8 mos
Morgan Stanley & CO., IncorporatedBroker
January 2001 - September 2005 · 4 yrs 8 mos
Credit Suisse First Boston CorporationBroker
August 2000 - December 2000 · 4 mos
Robert Fleming INC.Broker
August 1999 - August 2000 · 1 yr
Apple Securities LLCBroker
April 1998 - September 1999 · 1 yr 5 mos
State Registrations2 states
NYTX
Advisor

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
No exam information available for this advisor.
Christopher Miller - Financial Advisor | TrueAdvisor