Aon Miller
Aon Miller is a CFP-designated registered investment advisor at Am Investment Strategies, LLC, based in Chattanooga, TN, with 27 years of industry experience. Aon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 576 clients with $740M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts above $5,000,000.
Fee Estimator
Location
832 Georgia Avenue, Suite 100, Chattanooga, TN, 37402
Get directionsHistory
Regulatory History (4)
Regulatory
September 2014Employment Separation After Allegations
October 2012Customer Dispute
August 2005Criminal
February 1994Other Business ActivitiesSells Insurance
Aon is involved in insurance sales and serves on various boards, including the City of Chattanooga General Pension Plan, The Honors Course, Tennessee Golf Association, St. Paul's Episcopal Church, Southern Golf Association, and Cleveland State Community College Foundation. While Aon doesn't sell insurance to investment advisory clients directly, he is permitted to do so in his capacity as a licensed insurance agent.
Employment History
Current Registrations
Am Investment Strategies, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 states
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.