Susan Miller is a registered investment advisor at Slaten Wealth Management, based in Anaheim, CA, with 16 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 173 clients with $29M 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 | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
501 N. Brookhurst St., Suite 318, Anaheim, CA, 92801
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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.
Learn about disclosures →Other Business Activities
Susan is the president of Ballyhoo Ice Theatre Inc. since 2016, dedicating a few hours per week to organizing and assisting with amateur competitive figure skating. This is a non-investment related activity.
Employment History
Current Registrations
Slaten Wealth Management
Previous Registrations
Slaten Wealth Management
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
State Registrations1 state
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