Amy Miller is a CFP-designated registered investment advisor at Wealthspire Advisors, based in West Hartford, CT, with 11 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,973 clients with $34B 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 | 1.25% |
Fees vary based on account size, platform, and complexity, with standard rates up to 1.25% annually. Fees are negotiable.
Fee Estimator
Location
29 South Main Street, Suite 300, West Hartford, CT, 06107
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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
Amy is a director for the Connecticut Women's Council and Horizons at Ethel Walker School, and also involved with the Estate and Business Planning Council of Hartford. These roles involve strategic direction, fundraising, and serving as an ambassador, taking minimal time.
Employment History
Current Registrations
Wealthspire Advisors
Previous Registrations
Wealthspire Advisors
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.
Exams
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