Jonathan Miller
Jonathan Miller is a registered investment advisor at Blue Bell Private Wealth Management, LLC, based in Blue Bell, PA, with 21 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 811 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% |
Fees are negotiable and vary by client, up to a maximum annual rate of 2.00%. Retirement plan accounts are capped at 1.00%.
Fee Estimator
Location
470 Norristown Road, Suite 305, Blue Bell, PA, 19422
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2005Employment History
Current Registrations
Blue Bell Private Wealth Management, LLC
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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