James Miller is a registered investment advisor at Ruesoff Asset Management LLC, based in Henderson, NV, with 14 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 48 clients with $38M 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 | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. If Client elects the options overlay, the fees outlined are in addition to the equity/bond/alternatives strategy management fee. The options overlay fee is applied to the full account value.
Fee Estimator
Location
Henderson, NV
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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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James performs consulting accounting work as an independent contractor. This takes about 10-20% of his time.
Employment History
Current Registrations
Ruesoff Asset Management LLC
Previous Registrations
Concord Investment Counsel
Apogee Advisors LLC
Apogee Advisors LLC
Densen Group, INC.
State Registrations2 states
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.