Andrew Miller is a registered investment advisor at Principal Asset Management, based in Boise, ID, with 24 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,399 clients with $360B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Principal AM's fees are generally based on a percentage of the value of the assets they manage or a fixed fee. Fees can vary and may be negotiable depending on factors like the client's relationship with Principal AM, the number of accounts managed, the size of the account, and the services provided. Fees and allocations can be fixed, fixed plus performance-based, or performance-based only. Certain fixed fees are required to be paid up front.
Location
Boise, ID
Get directionsHistory
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 Activities
Andrew is an access/supervised person of Principal Global Investors, LLC. He also has passive investments in Aien Holdings LLC, Aien Holdings II LLC, and FFC Holdings, LLC, requiring minimal time commitment.
Employment History
Current Registrations
Principal Asset Management
Principal Funds Distributor, INC.
Principal Funds Distributor, INC.Broker
Previous Registrations
Princor Financial Services CorporationBroker
Ivy Funds Distributor, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Prudential Investments LLC
Prudential Investment Management Services LLCBroker
State Registrations52 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.