Brian Miller is a registered investment advisor at 245 Investments LLC, based in Novato, CA, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 10 clients with $4.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
245 also uses a Pay-for-Performance structure for certain SMA clients. The performance fee is a flat ten percent of profits, with a high-water mark, calculated every six months.
Fee Estimator
Location
Novato, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is the Cemetery Operations & Finance Director for Alta Mesa Improvement Company/Alta Mesa Cemetery Association, dedicating minimal time. He also works full-time as a Senior Manager for Blue Shield of California, spending about a third of his time during trading hours.
Employment History
Current Registrations
245 Investments LLC
Previous Registrations
Farnam Street Investments
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.