JM
JM

Jennifer Miller

13 Years of Experience
Nashville, TN

Jennifer Miller is a registered investment advisor at Fielder Capital Group LLC, based in Nashville, TN, with 13 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 118 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
118 clients
Average Client Portfolio
$9.0M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$5M
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.77%
$5.0M - $10.0M0.59%
$10M+0.49%

Some existing clients may be subject to legacy fee schedules. For qualified plans where the client is a participant, the annual fee is 0.49% regardless of the level of assets.

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

1222 Demonbreun Street, Suite 1610, Nashville, TN, 37203

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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
Fielder Capital Group LLC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Beacon Capital Management, LLC
January 2020 - August 2021 · 1 yr 7 mos
Rsm US Wealth Management LLC
June 2011 - December 2018 · 7 yrs 6 mos
State Registrations1 state
TN
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.