John Miller is a registered investment advisor at Park, Miller, LLC, based in Tuscon, AZ, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 42 clients with $290M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
42 clients
Average Client Portfolio
$6.9M average
Assets Under Management
$288.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.55% |
| $25.0M - $40.0M | 0.50% |
| $40.0M - $50.0M | 0.45% |
| $50.0M - $60.0M | 0.42% |
| $60.0M - $75.0M | 0.40% |
| $75.0M - $100.0M | 0.38% |
| $100M+ | 0.35% |
Fees are negotiable. The firm does not have clients with portfolios of all the values referenced.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Tuscon, AZ
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Regulatory History (1)
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Customer Dispute
February 2021Settled
Employment History
Current Registrations
Park, Miller, LLC
May 2008 - Present · 18 yrs
Previous Registrations
Lincoln Financial Advisors Corporation
June 2005 - May 2006 · 11 mos
Lincoln Financial Advisors Corporation
April 2001 - April 2005 · 4 yrs
State Registrations1 state
CA
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.