Jason Miller is a registered investment advisor at Crewe Advisors, based in Salt Lake City, UT, with 16 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 652 clients with $2.5B 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 $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be negotiated. CA charges an annual advisory fee of 0.25% on certain accounts held by the Crewe Endowment Foundation.
Fee Estimator
Location
650 S. Main Street, Suite 700, Salt Lake City, UT, 84101
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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
Crewe Advisors
Previous Registrations
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Piper Jaffray & CO.Broker
State Registrations2 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.