Marvin Mills
Marvin Mills is a registered investment advisor at Strategic Income Advisors, based in Escondido, CA, with 25 years of industry experience. Marvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 95 clients with $40M 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 $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Strategic Income Advisors receives a 0.25% shareholder serving fee from Guggenheim Investments for responding to investor inquiries and providing information about their investments. This is a conflict of interest.
Fee Estimator
Location
Escondido, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marvin works as an insurance agent and benefits advisor, earning commissions. This activity takes minimal time.
Employment History
Current Registrations
Strategic Income Advisors
Previous Registrations
Centaurus Financial, INC.
Sentra Securities CORP
State Registrations3 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.