BM
CFP
BM
CFP

Bradley Thomas Miller

6 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
371 clients
Average Client Portfolio
$589K average
Assets Under Management
$218.5M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.80%
$5M+0.60%

Fees may be negotiable on a client-by-client basis.

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

8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL, 32216

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Trustwell Financial Advisors, LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
River Capital Advisors, Lc
July 2019 - June 2022 · 2 yrs 11 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Bradley Thomas Miller - Financial Advisor | TrueAdvisor