BM
CFP
BM
CFP

Brandon Miller

17 Years of Experience
Mason, OH
Broker

Brandon Miller is a CFP-designated registered investment advisor at Huntington Financial Advisors, based in Mason, OH, with 17 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,398 clients with $7.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
427 advisors
Number of Clients
42,398 clients
Average Client Portfolio
$186K average
Assets Under Management
$7.9B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.75%
$100K - $250K1.60%
$250K - $500K1.45%
$500K - $1.0M1.25%
$1.0M - $2.0M1.10%
$2.0M - $5.0M1.00%
$5M+0.85%

Fees vary depending on the specific program selected. The schedule shown reflects the GPS Total Asset Allocation and Multi-Manager program. Other programs have different fee schedules, and fees may be negotiable.

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

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
Huntington Financial Advisors
May 2015 - Present · 11 yrs 5 mos
The Huntington Investment Company
May 2015 - Present · 11 yrs 5 mos
The Huntington Investment CompanyBroker
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
Fifth Third Securities, INC.
January 2013 - November 2014 · 1 yr 10 mos
Fifth Third Securities, INC.Broker
January 2013 - November 2014 · 1 yr 10 mos
The Huntington Investment Company
February 2011 - December 2012 · 1 yr 10 mos
The Huntington Investment CompanyBroker
May 2008 - December 2012 · 4 yrs 7 mos
State Registrations1 state
OH
AdvisorBrokerBoth

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.
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