Mary Miller is a CFP-designated registered investment advisor at Mission Wealth Management, LP, based in Austin, TX, with 18 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,341 clients with $17B 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 | 1.50% |
Maximum annual investment management fee is 1.50%. Fees are negotiable and calculated based on portfolio value at quarter end.
Fee Estimator
Location
901 S. Mopac Expy, Building V, Suite 250, Austin, TX, 78746
Get directionsHistory
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
Mission Wealth Management, LP
Previous Registrations
Per Stirling Capital Management, LLC
B.B. Graham & Company, INC.Broker
Hill Country Wealth Management
Choice Investments, INC.Broker
Choice Advisory Group, INC.
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
More Advisors
- Mia Cattaneo, CFPMission Wealth Management, LP
- Mark Herman, CFPMission Wealth Management, LP
- Cole Haddock, CFPMission Wealth Management, LP
- Alison Miller, CFPMission Wealth Management, LP
- Adam Broughton, CFPMission Wealth Management, LP
- Jose Monreal, CFPMission Wealth Management, LP