Nathaniel Miller
Nathaniel Miller is a ChFC-designated registered investment advisor at The Wellington Grp LLC, based in Indianapolis, IN, with 25 years of industry experience. Nathaniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 1,516 clients with $470M 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% |
The firm charges up to a 2.00% fee on all assets, subject to negotiation. Fees are typically tiered.
Fee Estimator
Location
9000 Keystone Crossing, Suite 400, Indianapolis, IN, 46240
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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
Nathaniel is the Chief Operating Officer of The Wellington Group, a wealth management firm, dedicating full-time hours to managing the business's growth and operations. He also works as an advisor for Fixed Insurance and sells fixed/traditional insurance products for PKS Financial Services and fixed life and fixed annuity sales for Advisors Resource Simplicity Group/Allianz, spending minimal time on each.
Employment History
Current Registrations
The Wellington Grp LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Wellington Wealth Strategies, LLC
Wellington Wealth Strategies, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations34 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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