Brandon Miller
Brandon Miller is a CFP, ChFC-designated registered investment advisor at Brio Financial Group, based in San Francisco, CA, with 26 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 804 clients with $1.1B 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 | 2.00% |
Maximum annual fee will not exceed 2.00%. Fees are negotiable and billed monthly in advance based on average daily value.
Fee Estimator
Location
19 Sutter Street, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2011Other Business ActivitiesSells Insurance
Brandon owns multiple real estate properties, including multi-family and single-family homes, since 2001. He is also an insurance agent since 2000.
Employment History
Current Registrations
Brio Financial Group
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.
Exams
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