William Miller is a CFP-designated registered investment advisor at The Professional Financial Company LLC, based in Orem, UT, with 16 years of industry experience. William 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, High Net Worth, and 4 more. Their firm serves 285 clients with $250M 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 $800K | 1.50% |
| $800K - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Certain legacy clients have been waived into a prior fee schedule. Fees are not negotiable.
Fee Estimator
Location
384 W Center St, Orem, UT, 84057
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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 →Employment History
Current Registrations
The Professional Financial Company LLC
Previous Registrations
Arista Wealth Management, LLC
Truenorth Wealth
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.
Exams
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