DM
CFP
DM
CFP

Duncan L Miller

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,412 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.50%
$5M+0.40%

Fees are negotiable on an exception basis.

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

6800 Poplar Avenue, Suite 101, Memphis, TN, 38138

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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
Legacy Wealth Management INC
April 2004 - Present · 21 yrs 10 mos
State Registrations2 states
TNTX
Advisor
Exams
No exam information available for this advisor.