BM
BM

Brandon Miller

14 Years of Experience
Des Moines, IA
Broker

Brandon Miller is a registered investment advisor at Principal Asset Management, based in Des Moines, IA, with 14 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 8,205 clients with $430B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
122 advisors
Number of Clients
8,205 clients
Average Client Portfolio
$52.1M average
Assets Under Management
$427.7B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M0.60%
$50.0M - $100.0M0.55%
$100M+0.50%

Fees vary widely depending on the specific equity, fixed income, or alternative strategy chosen. The representative schedule shown reflects standard international equity or similar core strategies. Many strategies feature different tiers, minimum account sizes ranging from $10 million to $50 million, and negotiable rates for larger accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

711 High Street, Des Moines, IA, 50392

Get directions

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.

Learn about disclosures →
Other Business Activities

Brandon is an access/supervised person of Principal Global Investors, LLC, and performs certain functions for them and their affiliates. This activity is investment-related.

Employment History
Current Registrations
Principal Asset Management
August 2016 - Present · 10 yrs 2 mos
Principal Funds Distributor, INC.Broker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Principal Securities, INC.
December 2012 - March 2017 · 4 yrs 3 mos
Principal Securities, INC.Broker
December 2012 - March 2017 · 4 yrs 3 mos
Metlife Securities INC.
October 2012 - November 2012 · 1 mo
Metlife Securities INC.Broker
June 2012 - November 2012 · 5 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
More Advisors