Robert Miller is a CFA-designated registered investment advisor at Frontier Asset Management, LLC, based in Sheridan, WY, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing, and 1 more. Their firm serves 3,240 clients with $5.5B 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 $500K | 0.50% |
| $500K - $1.0M | 0.30% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Rates shown are for standard investment strategies. Active exchange-traded fund strategies have a lower fee schedule ranging from 0.10% to 0.25%. Joint financial advisors may charge an additional fee up to 1.50%, with a combined fee cap of 2% for standard strategies. Fees are negotiable.
Fee Estimator
Location
50 East Loucks Street, Suite 201, Sheridan, WY, 82801
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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
Frontier Asset Management, LLC
State Registrations1 state
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
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