Curvin Miller
Curvin Miller is a registered investment advisor at Ae Wealth Management, LLC, based in Dayton, OH, with 19 years of industry experience. Curvin 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, Retirement Planning, and 1 more. Their firm serves 111,059 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AE Wealth Management charges a fee based on a percentage of your portfolio for both model portfolio solutions and direct asset management services. This fee is calculated monthly based on the average daily balance of your account and is billed at the end of the month. The specific fee is negotiable and can vary depending on factors such as the type of client, complexity, and the amount invested. The maximum annual fee is 2.5%. The fee includes a portion for AEWM and potentially a portion for the manager of the selected model portfolio. If you are a client of a Third-Party Registered Investment Advisor, they will determine whether AEWM's services are provided on a wrap fee or non-wrap fee basis.
Location
One Russell Place, Dayton, OH, 45409
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2025Customer Dispute
April 2021Customer Dispute
July 2020Other Business ActivitiesSells Insurance
Curvin works full-time as a Wealth Advisor selling insurance through Russell Total Wealth and Wellness. He also has several other business activities including RCR Holdings LLC (real estate), Do Good Marketing, White Star Int'l Insurance, and Curv's Collectibles LLC, taking minimal to about a third of his time.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Kalos Management
Kalos Capital, INC.Broker
1st Global Capital CORP.Broker
State Registrations2 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.