Bjorn Miller is a CFP-designated registered investment advisor at LPL Financial LLC, based in White Bear Lake, MN, with 13 years of industry experience. Bjorn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
4524 Highway 61 N, White Bear Lake, MN, 55110
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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 Activities
Bjorn is a law service representative for North Oaks Legal Services, Inc. since 2013 and also operates North Oaks Financial Services as a DBA. Bjorn is also a business owner selling weekly planners on Amazon/Ebay, dedicating minimal time, and operates North Oaks Wealth Management as a DBA for LPL business, spending about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations8 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
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