Marco Miros is a CFP-designated registered investment advisor at Miros Wealth LLC, based in Overland Park, KS, with 14 years of industry experience. Marco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 17 clients with $4.4M 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Asset management fees are negotiable.
Fee Estimator
Location
Overland Park, KS
Get directionsHistory
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
Miros Wealth LLC
Previous Registrations
Miros Wealth LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
American Century Investments Private Client Group, INC.
American Century Investment Services INC.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.