GM
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George Miller
56 Years of Experience
Glastonbury, CT
1 DisclosureBroker
George Miller is a registered investment advisor at Buell Investment Advisors, based in Glastonbury, CT, with 56 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 106 clients with $35M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
106 clients
Average Client Portfolio
$332K average
Assets Under Management
$35.2M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $2.5M | 2.00% |
| $2.5M+ | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
200 Glastonbury Blvd 1st Fl, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (1)
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Regulatory
June 1988Final
Employment History
Current Registrations
Buell Investment Advisors
August 2021 - Present · 4 yrs 9 mos
Buell Securities CORP.Broker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Coburn & Meredith, INC.
April 2002 - December 2005 · 3 yrs 8 mos
Coburn & Meredith, INC.Broker
October 1975 - August 2021 · 45 yrs 10 mos
Brainard, Judd & CO.Broker
October 1971 - December 1975 · 4 yrs 2 mos
Drexel Burnham & CO. IncorporatedBroker
January 1970 - October 1971 · 1 yr 9 mos
State Registrations4 states
CACOCTRI
AdvisorBrokerBoth
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
No exam information available for this advisor.