James Miller is a CFP-designated registered investment advisor at Blend Wealth, based in Indianapolis, IN, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 40 clients with $22M 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 $1.0M | 1.25% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee Estimator
Location
9800 Crosspoint Blvd, Suite 200, Indianapolis, IN, 46256
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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
James is authorized to use Foresight Financial Management, LLC as a registered assistant, dedicating full-time hours to supporting advisors. He also provides operational support and client-facing services for Signature Financial Group, LLC, an OSJ and payroll provider, dedicating nearly full-time hours, primarily for payroll purposes.
Employment History
Current Registrations
Blend Wealth
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Proequities, INC.Broker
State Registrations1 state
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.