Michael Miller is a registered investment advisor at Principia Wealth Advisory, LLC, based in Dallas, TX, with 22 years of industry experience. Michael 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, and 1 more. Their firm serves 153 clients with $190M 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 $500K | 1.20% |
| $500K - $750K | 1.10% |
| $750K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Exceptions may be made to the published fee schedule under certain circumstances pursuant to a negotiated agreement with the client.
Fee Estimator
Location
13355 Noel Rd. Ste 1100, Dallas, TX, 75240
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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
Principia Wealth Advisory, LLC
Previous Registrations
True North Advisors, LLC
True North Advisors, LLC
Wfg Advisors, LP
Mdm Capital Advisors, LLC
Mdm Capital Advisors, LLC
State Registrations1 state
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