Samuel Miller
Samuel Miller is a registered investment advisor at Adk Wealth Advisory Group, based in St. Louis, MO, with 15 years of industry experience. Samuel 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, Insurance Planning, and 3 more. Their firm serves 1,190 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ADK Wealth Advisory Group charges a percentage of your portfolio each year, up to a maximum of 2.5%. The exact fee is agreed upon in a written agreement. Clients can choose to have ADK make trades for them (discretionary) or approve each trade beforehand (non-discretionary). If you don't participate in a wrap fee program, you'll also pay transaction charges to LPL Financial for each trade. The fees are negotiable.
Location
12935 North Outer Forty Road, Suite 101, St. Louis, MO, 63141
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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 →Other Business ActivitiesSells Insurance
Samuel operates under several DBAs for his LPL business and investment advisory services through Kraft, Davis & Associates, LLC, spending about a quarter of his time on the latter. He also dedicates a few hours per week to non-variable insurance.
Employment History
Current Registrations
Adk Wealth Advisory Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations21 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.