JM
JM
Jeanne Miller
25 Years of Experience
Lancaster, PA
1 DisclosureBroker
Jeanne Miller is a registered investment advisor at Security Capital Management, based in Lancaster, PA, with 25 years of industry experience. Jeanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,314 clients with $1.2B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
20 advisors
Number of Clients
2,314 clients
Average Client Portfolio
$518K average
Assets Under Management
$1.2B
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.87% |
| $250K - $500K | 1.83% |
| $500K - $1.0M | 1.54% |
| $1.0M - $2.0M | 1.38% |
| $2.0M - $2.5M | 1.36% |
| $2.5M - $5.0M | 1.17% |
| $5.0M - $10.0M | 0.96% |
| $10M+ | 0.76% |
The AUM fee is generally computed as the combination of Management and Platform Fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
48-50 W Chestnut St, Ste 300, Lancaster, PA, 17603-1267
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
January 2014Employment History
Current Registrations
Security Capital Management
January 2014 - Present · 12 yrs 3 mos
Hazlett, Burt & Watson, INC.Broker
January 2014 - Present · 12 yrs 3 mos
Previous Registrations
PNC Investments
January 2004 - February 2014 · 10 yrs 1 mo
PNC InvestmentsBroker
January 2004 - February 2014 · 10 yrs 1 mo
Hilliard Lyons Asset Management
June 2003 - January 2004 · 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
October 2000 - January 2004 · 3 yrs 3 mos
State Registrations17 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.