LM
LM
Laine Miller
10 Years of Experience
Ventura, CA
1 Disclosure
Laine Miller is a registered investment advisor at Integrity Wealth Advisors, INC., based in Ventura, CA, with 10 years of industry experience. Laine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 832 clients with $290M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
832 clients
Average Client Portfolio
$343K average
Assets Under Management
$285.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee for asset management is 1.50% and for comprehensive portfolio management is up to 1.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
196 S. Fir St., Suite 140, Ventura, CA, 93001
Get directionsHistory
Regulatory History (1)
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Criminal
July 2014Final Disposition
Employment History
Current Registrations
Integrity Wealth Advisors, INC.
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, INC.
September 2016 - August 2018 · 1 yr 11 mos
Ameriprise Financial Services, INC.Broker
May 2016 - August 2018 · 2 yrs 3 mos
State Registrations1 state
CA
Advisor
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.
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