Kim Miller is a registered investment advisor at Viewpoint Advisory, LLC, based in Meridian, ID, with 12 years of industry experience. Kim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 58 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.50% |
Fees are generally not negotiable. Fees for clients in the same household are combined to reach breakpoints. Viewpoint may have clients on lower fee schedules based on historical and/or familial relationships.
Fee Estimator
Location
Meridian, ID
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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 →Employment History
Current Registrations
Viewpoint Advisory, LLC
Previous Registrations
Vestory, LLC
Vestory, LLC
State Registrations3 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.