CM
CFP
CM
CFP

Christopher M Miller

8 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
359 clients
Average Client Portfolio
$338K average
Assets Under Management
$121.5M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.10%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

706 N Main St, Ofallon, MO, 63366

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Core Planning
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Facet
October 2019 - December 2023 · 4 yrs 2 mos
Charles Schwab & CO., INC.Broker
May 2017 - October 2019 · 2 yrs 5 mos
Schwab Private Client Investment Advisory, INC.
March 2017 - October 2019 · 2 yrs 7 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.