JM
CFP
JM
CFP

Jared Miller

11 Years of Experience
Granger, IN
Sells Insurance

Jared Miller is a CFP-designated registered investment advisor at Korhorn Financial Group, based in Granger, IN, with 11 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,241 clients with $930M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
2,241 clients
Average Client Portfolio
$417K average
Assets Under Management
$934.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5M+0.25%

Fees are negotiable. Fixed income securities fee is 0.25%. Custom Index strategies may have an additional fee of 0.10%. Option Overlay strategy may have an additional fee of 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6910 North Main Street, Building 16, Unit 41, Granger, IN, 46530-8855

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jared is a member of Riverdale Holdings LLC, involved in single-family rental homes, and an independent contractor for Snyder Strategy as a licensed real estate agent. He is also an employee of Korhorn Financial Group, Inc. engaging in financial planning, insurance sales, and tax return preparation, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Korhorn Financial Group
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
Avantax Advisory Services
February 2022 - February 2023 · 1 yr
Avantax Investment Services, INC.Broker
February 2022 - February 2023 · 1 yr
Harbour Investments, INC.
January 2017 - November 2021 · 4 yrs 10 mos
Harbour Investments, INC.Broker
January 2017 - November 2021 · 4 yrs 10 mos
Kfg Wealth Management, LLC
March 2014 - December 2016 · 2 yrs 9 mos
Securities America, INC.Broker
November 2013 - August 2016 · 2 yrs 9 mos
State Registrations1 state
IN
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.