Michael Miller is a registered investment advisor at Tfo Wealth Partners, based in Maumee, OH, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,642 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFO Wealth Partners charges a percentage of your portfolio each year, not to exceed 1.5%. The exact fee is negotiable and depends on factors like the amount and type of your assets, the complexity of your situation, and the scope of services you need. Fees are typically billed quarterly in advance. Employees of TFO Wealth Partners and its affiliates may receive discounted fees. If a third-party investment manager is used, they will charge separate fees.
Location
1440 Arrowhead Drive, Maumee, OH, 43537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the Chief Operating Officer of Synergy Risk Management, Ltd., where he works with fixed and index life insurance and annuity products, dedicating about half of his time. He also serves as Director of Operations at Miller Grossbard Advisors, LLP, a CPA firm, spending about a quarter of his time, and as Chief Operating Officer of Synergy Wealth Partners, LLP, spending minimal time on marketing activities.
Employment History
Current Registrations
Tfo Wealth Partners
Previous Registrations
LPL Financial Corporation
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.