Willie Miles
Willie Miles is a CFP-designated registered investment advisor at Miles Wealth Management, L.L.C., based in Houston, TX, with 27 years of industry experience. Willie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 30 clients with $5.5M 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 | 1.00% |
All advisory fees are negotiable. $500,000 minimum account size generally required.
Fee Estimator
Location
Houston, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2000Other Business ActivitiesSells Insurance
Willie serves on the board of WALIPP Preparatory Academy School and W.A.L.I.P.P. (WILLIAM A. LAWSA INSTITUTE OF PEAE AND PROPERTY), spending minimal time reviewing budgets, audits, strategic plans, and participating in planning meetings and fundraising events. Willie is also an insurance agent selling and servicing fixed life insurance.
Employment History
Current Registrations
Miles Wealth Management, L.L.C.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.