Frederick Miller is a registered investment advisor at Family Legacy Planning, based in Lafayette, LA, with 12 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 341 clients with $170M 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 | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. The schedule represents the combined fee for Family Legacy Planning and AE Wealth Management.
Fee Estimator
Location
101 La Rue France, Suite 200, Lafayette, LA, 70508
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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
Frederick is the Secretary/Property Manager for The Gingerbread House of New Iberia, a children's daycare facility, since 2017. He spends a few hours per week on property management and occasional bookkeeping.
Employment History
Current Registrations
Family Legacy Planning
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
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.
Exams
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