David Miller
David Miller is a registered investment advisor at Prime Capital Financial, based in Overland Park, KS, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B 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 | 1.50% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.
Fee Estimator
Location
6201 College Blvd., Suite #150, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (2)
Financial
August 2018Financial
April 2018Other Business ActivitiesSells Insurance
David works as an insurance agent, selling insurance through various carriers. This activity is not investment-related.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Private Client Services, LLCBroker
Cambridge Investment Research, INC.Broker
Lawing Financial INC
The O.N. Equity Sales CompanyBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.
Exams
More Advisors
- Maryse SchlenkPrime Capital Financial
- Brad HoldhusenPrime Capital Financial
- Brett Newell, CFAPrime Capital Financial
- Richard LaingPrime Capital Financial
- Mark HoganPrime Capital Financial
- Conor Kelly, CFPPrime Capital Financial