Barbara Miller is a registered investment advisor at 917 Advisory Services LLC, based in Spokane, WA, with 1 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 191 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
917 Advisory charges a percentage of your portfolio each year for wealth management services. The exact percentage depends on the complexity of your situation, the amount of assets they manage for you, and your overall relationship with them, but it can be up to 2.00% annually. The fee is calculated based on the value of your investments at the end of the previous quarter. Fees may be negotiable.
Location
917 S Monroe St, Spokane, WA, 99204
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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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Barbara performs administrative work for an insurance agent through her sole proprietorship, John Schram. This includes answering phones, processing paperwork, and confirming enrollments, taking minimal time.
Employment History
Current Registrations
917 Advisory Services LLC
State Registrations1 state
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