BM
CFP
BM
CFP

Brandon David Miller

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
531 clients
Average Client Portfolio
$12.6M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.90%
$4.0M - $6.0M0.70%
$6M+0.50%

Fees are negotiable in certain cases based on account size, relationship pricing, services required, and/or other factors. Discounted fee schedules are offered to current and former employees of FNBIA and its affiliates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

One Fnb Blvd, Suite #3, Hermitage, PA, 16148

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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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Other Business Activities

Brandon is the Director of Compliance, Operations, and Support Services for FNB Wealth Management, including serving as Chief Compliance Officer for F.N.B. Investment Advisors, Inc. He dedicates nearly full-time hours to this role.

Employment History
Current Registrations
Fnb Wealth Management
February 2006 - Present · 20 yrs
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.