JM
JM

John Miller

19 Years of Experience
Mableton, GA
Sells Insurance

John Miller is a registered investment advisor at Provident Capital Group, L.P., based in Mableton, GA, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 22 clients with $2.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
22 clients
Average Client Portfolio
$106K average
Assets Under Management
$2.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.20%

The advisory fee is negotiable and agreed to at the time of engagement. The included financial planning services are complimentary.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Mableton, GA

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John is a licensed insurance agent in Georgia and may occasionally place insurance business from his registered office. This activity requires minimal time commitment.

Employment History
Current Registrations
Provident Capital Group, L.P.
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2018 - October 2019 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2018 - October 2019 · 1 yr 5 mos
Scottrade, INC.Broker
December 2002 - June 2015 · 12 yrs 6 mos
State Registrations1 state
GA
Advisor

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.