Jackson Miller is a CFP-designated registered investment advisor at Fiduciary Benefits Group, based in Temecula, CA, with 10 years of industry experience. Jackson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Middle Income, Retirement Planning, and 1 more. Their firm serves 261 clients with $840M 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 $4.0M | 1.00% |
| $4.0M - $7.0M | 0.90% |
| $7.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,000. The fee schedule is the same for both Investment Management Services and Fee Based Annuities.
Fee Estimator
Contact
Jackson Miller
Location
Temecula, CA
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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
Fiduciary Benefits Group
Previous Registrations
NFP Retirement INC.
Reilly Financial Advisors
Wbb Securities, LLCBroker
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
Additional Information
Jackson Miller serves as the Director of Client Success. While he is supported by a large, credentialed team, Jackson acts as the primary resource to clients for financial planning and investment management.