Valerie Miller is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Edmonds, WA, with 22 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
21214 82nd Pl W, Edmonds, WA, 98026
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Valerie owns VAL JESIONOWSKI LLC, set up on the advice of a CPA as a potential vehicle to take over Ben Cain & Associates, Inc. in the future, and she is also the President of Ben Cain & Associates, Inc., where commissions are transferred to fund the business; she dedicates minimal time to these activities. Valerie is also an advisor with SAA, but she and Ben Cain do not currently conduct any advisory business.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations26 states
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