Natalie Miller
Natalie Miller is a registered investment advisor at Grit and Lavender Financial Planning, based in Brighton, MI, with 14 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 8 clients with $770K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
If GLFP utilizes an Outside Manager, the above fee schedule does include the Outside Manager’s up to 0.40% fee. At no point will the combined fee charged to the Client exceed 2% of assets under management. For Client’s with $1,000,000 or more in Assets under Management with GLFP, Financial Planning may be included at no additional charge and the fee for TAMP services may also be absorbed by GLFP, at the discretion of GLFP.
Fee Estimator
Location
Brighton, MI
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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
Natalie owns Grit and Lavender LLC, providing non-securities related consulting, educational, and coaching services, taking about 10% of her time. She also works as a small business coach for HUUB LLC (minimal time) and a virtual instructor with CERIFI LLC/Pass Perfect (a few hours per week).
Employment History
Current Registrations
Grit and Lavender Financial Planning
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
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.