Rekeithen Miller is a CFP-designated registered investment advisor at Hb Wealth, based in Atlanta, GA, with 4 years of industry experience. Rekeithen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,230 clients with $26B 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Fees are negotiable. Legacy clients may pay different rates.
Fee Estimator
Location
3550 Lenox Rd, Suite 2700, Atlanta, GA, 30326
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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 →Other Business Activities
Rekeithen is a client service manager at Palisades Hudson Financial Group LLC, a financial planning firm, since 2007. This takes about half of Rekeithen's time, including 3 hours per day during securities trading hours, and involves tax preparation and planning, retirement, and estate planning.
Employment History
Current Registrations
Hb Wealth
Previous Registrations
Palisades Hudson Asset Management, L.P.
State Registrations1 state
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