Bradley Miller
Bradley Miller is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Indianapolis, IN, with 20 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 14,284 clients with $5.7B 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Schedule reflects the firm's managed discretionary program. Firm also offers the LaSalle St. Asset Management Program (LAMP) with higher suggested rates, and fees are negotiable.
Fee Estimator
Location
8555 River Road, Suite 470, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2015Other Business ActivitiesSells Insurance
Bradley is the president of Keystone Wealth Management, Inc., a business created for tax and accounting benefits for self-employment. He also has fixed insurance and is associated with LaSalle St. Investment Advisors, L.L.C., a Registered Investment Advisor (RIA).
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
State Registrations7 states
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
- Matthew NallLasalle St. Investment Advisors, L.L.C.
- Brent Rattin, CFPSchwab Wealth Advisory, INC.
- Tracey Lehmer, CFPSchwab Wealth Advisory, INC.
- Thays Cardoso, CFPFi3 Financial Advisors, LLC
- Kyle Riddle, CFPInvst, LLC
- Jonathan Harrier, CFPCfg Wealth Management Services INC