EM
EM
Eric Miller
26 Years of Experience
Largo, FL
1 Disclosure
Eric Miller is a registered investment advisor at Econologics Financial Advisors, based in Largo, FL, with 26 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 344 clients with $180M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
344 clients
Average Client Portfolio
$533K average
Assets Under Management
$183.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.70% |
Fees are negotiable at Econologics Financial Advisors's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2401 West Bay Drive, Suite 603, Largo, FL, 33770
Get directionsHistory
Regulatory History (1)
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Criminal
October 1994Final Disposition
Employment History
Current Registrations
Econologics Financial Advisors
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
Meeder Advisory Services, INC
October 1999 - June 2008 · 8 yrs 8 mos
Meeder Asset Management, INC
October 1999 - January 2008 · 8 yrs 3 mos
State Registrations2 states
FLLA
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.
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