CM
CM

Christopher Miller

19 Years of Experience
San Antonio, TX
Broker

Christopher Miller is a registered investment advisor at Victory Capital Management INC., based in San Antonio, TX, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,558 clients with $150B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
2,558 clients
Average Client Portfolio
$59.5M average
Assets Under Management
$152.3B

Fee Structure

Investment management only (planning not offered)

Victory Capital Management's fees are based on a percentage of the assets they manage. The specific percentage varies depending on the investment strategy and the size of the account. Fees may be negotiable in certain situations. VCM may also agree to fixed fee arrangements. VCM may impose minimum account sizes and minimum annual fees. The fees for investment management of mutual funds, ETFs and other pooled investment vehicles are different from the fees for separate accounts. Some accounts may also pay performance-based fees.

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Location

San Antonio, TX

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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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Employment History
Current Registrations
Victory Capital Management INC.
July 2019 - Present · 6 yrs 10 mos
Victory Capital Services, INC.
July 2019 - Present · 6 yrs 10 mos
Victory Capital Services, INC.Broker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2017 - June 2019 · 1 yr 8 mos
J.P. Morgan Securities LLCBroker
October 2017 - June 2019 · 1 yr 8 mos
Investment Professionals, INC.Broker
February 2015 - September 2017 · 2 yrs 7 mos
Investment Professionals, INC.
February 2015 - September 2017 · 2 yrs 7 mos
Citigroup Global Markets INC.
January 2009 - January 2015 · 6 yrs
Citigroup Global Markets INC.Broker
May 2007 - January 2015 · 7 yrs 8 mos
Citicorp Investment ServicesBroker
April 2006 - May 2007 · 1 yr 1 mo
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.