Nathaniel Miller
Nathaniel Miller is a registered investment advisor at Ae Wealth Management, LLC, based in Lawrence, KS, with 11 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).
Fee Estimator
Location
805 New Hampshire St, Ste B, Lawrence, KS, 66044
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Other Business ActivitiesSells Insurance
Nathaniel is an insurance producer for life and annuities through Miller Retirement Group, spending nearly full-time on marketing, client meetings, and sales. He also owns and invests in real estate through R 72 Real Estate LLC and M&M Real Estate Holdings, LLC, dedicating a few hours per week to these ventures.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Global Financial Private Capital, LLC
State Registrations1 state
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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