Michael Miller
Michael Miller is a registered investment advisor at Millers Financial Group, LLC, based in Lancaster, PA, 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 Investment Management, Retirement Planning. Their firm serves 79 clients with $16M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
1801 Fruitville Pike, Suite 202, Lancaster, PA, 17601
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Michael is licensed to sell insurance and works as an agent, dedicating a few hours per week during trading hours. He is also a registered representative of Fortune Financial Services, selling mutual funds and annuities for minimal time per week.
Employment History
Current Registrations
Millers Financial Group, LLC
Fortune Financial Services, INC.Broker
Previous Registrations
Millers Financial Group, LLC
Wheatland Advisors INC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
MML Investors Services, LLC
Wienken & Associates, LTD.
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.