Kara Miller is a registered investment advisor at Macro Advisors, INC., based in Farmington, CT, with 10 years of industry experience. Kara 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 683 clients with $370M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Location
2 Bridgwater Road, Suite 101, Farmington, CT, 06032
Get directionsHistory
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
Kara is a partner at Professional Investors Life & Annuity, LLC, involved in wholesale and personal sales of life insurance, annuities, Medicare, and health insurance since 2013. This activity takes more than full-time hours.
Employment History
Current Registrations
Macro Advisors, INC.
Previous Registrations
Brooklight Place Securities, INC.Broker
Interactive Financial Advisors
Essex Securities LLCBroker
Global Investment Advisors, LLC
Brooklight Place Securities, INC.Broker
State Registrations2 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.