Matthew Miller is a CFP-designated registered investment advisor at Upleft Asset Management, based in Port Angeles, WA, with 17 years of industry experience. Matthew 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, Investment Management, and 1 more. Their firm serves 53 clients with $54M 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 | 0.96% |
| $1.0M - $2.0M | 0.88% |
| $2.0M - $5.0M | 0.76% |
| $5M+ | 0.50% |
Fees may be negotiable for family, friends and nonprofit organizations. The Client’s fees will take into consideration the aggregate assets under management with Adviser.
Fee Estimator
Location
228 West First Street, Suite P, Port Angeles, WA, 98362
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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
Upleft Asset Management
Previous Registrations
Hallett Advisors
Sei Investments Management CORP
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
State Registrations3 states
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