Jaimie Miller
Jaimie Miller is a CFA-designated registered investment advisor at Capital Group Private Client Services, INC., based in New York, NY, with 9 years of industry experience. Jaimie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9,843 clients with $48B 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 | 0.65% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $35.0M | 0.35% |
| $35.0M - $45.0M | 0.30% |
| $45.0M - $55.0M | 0.28% |
| $55.0M - $75.0M | 0.25% |
| $75.0M - $500.0M | 0.23% |
| $500M+ | 0.20% |
In addition to the advisory fees, clients are assessed a Separately Managed Service Fee on assets invested in the respective SMA program. U.S. Equity: 0.345%, International Equity/ Global Equity: 0.385%, Core Plus Bond: 0.290%, Intermediate/ Core Bond: 0.250%, Municipal Income: 0.250%, Municipal Bond: 0.150%. For relationships below $5 million, advisory fees will be assessed based on the following schedule: 1.00% up to $1 million; 0.90% from $1 million up to $3 million; and 0.80% from $3 million up to $5 million.
Fee Estimator
Location
399 Park Ave. 34th Fl., New York, NY, 10022
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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 →Employment History
Current Registrations
Capital Group Private Client Services, INC.
Previous Registrations
Citigroup Global Markets INC.
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.Broker
State Registrations6 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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