Bradley Miller
Bradley Miller is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Shelton, WA, with 13 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
221 W Railroad Ave, Suite E, Shelton, WA, 98584
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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 →Other Business ActivitiesSells Insurance
Bradley is a board member for the Great Bend Center for Music and an officer for Salish Sea Rotary of Mason County, dedicating minimal time to each. Bradley also operates under the DBA name of Totten Inlet Wealth Strategies, LLC for selling New York Life products and brokering non-registered insurance products, and is an owner involved in insurance brokering, dedicating a few hours per week to this.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations4 states
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