Andrew Miller
Andrew Miller is a CFP-designated registered investment advisor at Independent Solutions Wealth Management, LLC, based in Williamsville, NY, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3,774 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independent Solutions Wealth Management offers several investment management options:
- Mutual Fund Portfolio Management: Fees range up to 2.50% of the portfolio's value.
- ETF Portfolio Management: Fees range up to 2.50% of the portfolio's value.
- Stock Portfolio Management: Fees range up to 2.75% of the portfolio's value. A minimum account balance of $100,000 is required, but may be waived.
- Third-Party Manager Selection: Fees range up to 2.50% of the portfolio's value, in addition to the third-party manager's fees.
Fees are billed quarterly in arrears based on the average daily balance of the previous quarter. Fees may be waived or negotiated.
Location
305 Spindrift Drive, Williamsville, NY, 14221
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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 involved in advisory consulting and business development for Independent Solutions Wealth Management and Peak Brokerage Services. He works in sales for both entities.
Employment History
Current Registrations
Independent Solutions Wealth Management, LLC
Peak Brokerage Services, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Sorrento Pacific Financial, LLCBroker
Cuso Financial Services, L.P.Broker
Cadaret, Grant & CO., INC.Broker
Alphasource Investment Counsel, INC
Visionary Asset Management
Next Financial Group, INC.
Next Financial Group, INC.Broker
Comerica Securities
Comerica SecuritiesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Usf Securities, L.P.Broker
Usf Advisors, LLC
Comerica SecuritiesBroker
Comerica Securities
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations1 state
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.