Seth Miller
Seth Miller is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fairfeild, IA, with 17 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
1776 Pleasant Plain Rd., Fairfeild, IA, 52556
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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.
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Seth is involved with several entities, including Continuity Management Group LLC, CIRA, CIR, CIG, Continuity Partners Group LLS, The Cambridge Foundation, Cedar Valley Winery Inc, Crown's Way Racing LLC, Bridgeport Financial Solutions LLC, Bridgeport Tax & Business Services, LLC, and Jordan Creek Financial Solutions, LLC. These activities range from secretary and director roles to shareholder/officer/operator/manager and owner/member, taking up varying amounts of Seth's time from minimal to about a quarter of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
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