John Miller
John Miller is a registered investment advisor at Foundations Investment Advisors LLC, based in Largo, FL, with 11 years of industry experience. John 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 3 more. Their firm serves 25,166 clients with $7.2B 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% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
2100 East Bay Dr, #221, Largo, FL, 33771
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2022Other Business ActivitiesSells Insurance
John is the President of JD Miller & Associates, an insurance and investment-related business, dedicating nearly full-time hours to insurance sales. He also works as a classroom instructor for financial education classes through the American Financial Education Alliance, spending a few hours per week on this activity.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Ae Wealth Management, LLC
Hfg Advisors
Innovation Partners LLC
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.