PM
PM

Peter Miller

23 Years of Experience
Center Valley, PA

Peter Miller is a registered investment advisor at Argyle Capital Management, LLC, based in Center Valley, PA, with 23 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 64 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
64 clients
Average Client Portfolio
$5.0M average
Assets Under Management
$317.1M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3701 Corporate Parkway, Suite 140, Center Valley, PA, 18034

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Argyle Capital Management, LLC
January 2012 - Present · 14 yrs 3 mos
Previous Registrations
Icon Advisers, INC.
October 2006 - January 2012 · 5 yrs 3 mos
Argyle Capital Management INC
October 2002 - September 2006 · 3 yrs 11 mos
State Registrations2 states
PATX
Advisor

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
No exam information available for this advisor.