Valerie Miller is a ChFC-designated registered investment advisor at Harbour Investments, INC., based in Edmonds, WA, with 23 years of industry experience. Valerie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 30,309 clients with $9.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum management fee is 2.0% of assets under management. Fees are negotiated between the client and representative. Third-party manager programs range from 0.25% to 2.50% total annual fees.
Fee Estimator
Location
21214 82nd Pl W, Edmonds, WA, 98026
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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.
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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
Harbour Investments, INC.
Harbour Investments, INC.Broker
Harbour Investments, INC.
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations26 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.
Exams
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