Rubin Miller is a CFA-designated registered investment advisor at Peltoma Capital Partners, based in Austin, TX, with 10 years of industry experience. Rubin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 45 clients with $110M 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 $10.0M | 0.50% |
| $10M+ | 0.25% |
This schedule applies to Standalone Investment Management Services for individual clients. Wealth Management Services have a different fee structure. There is a minimum quarterly fee of $2,000 for Standalone Investment Management Services.
Fee Estimator
Location
Austin, TX
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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
Rubin Miller operates an investment-related blog, fortunesandfrictions.com. He generally doesn't devote time to this blog during trading hours and it does not contribute to a significant source of income.
Employment History
Current Registrations
Peltoma Capital Partners
Previous Registrations
Perspective Wealth Partners, LLC
Dfa Securities LLCBroker
State Registrations3 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.