Melissa Miller
Melissa Miller is a registered investment advisor at Sovereign Financial Services, LLC, based in Phoenix, MD, with 10 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 145 clients with $92M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable for accounts valued over $1,000,000. Financial planning fees may be waived for clients choosing investment management services.
Fee Estimator
Location
12 Brocster Ct, Phoenix, MD, 21131
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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 ActivitiesSells Insurance
Melissa is the owner of Sovereign Insurance Service, where she works as an agent selling life, health, home, and auto insurance.
Employment History
Current Registrations
Sovereign Financial Services, 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.