MM
CFP
MM
CFP

Matthew Miller

12 Years of Experience
Raleigh, NC

Matthew Miller is a CFP-designated registered investment advisor at Armor Investment Advisors, LLC, based in Raleigh, NC, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 206 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
206 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$356.0M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $1.0M0.80%
$1.0M - $5.0M0.65%
$5.0M - $15.0M0.50%
$15.0M - $25.0M0.45%
$25M+0.40%

Fees may be negotiable at Armor's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4101 Lake Boone Trail, Suite 208, Raleigh, NC, 27607

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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
Armor Investment Advisors, LLC
March 2014 - Present · 12 yrs 2 mos
State Registrations2 states
NCTX
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.
Matthew Miller - Financial Advisor | TrueAdvisor