Aaron Miller is a registered investment advisor at Family Wealth Coaching, LLC, based in Plano, TX, with 8 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $43K 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 $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Matson Money is compensated solely via a 0.50% fee associated with its mutual fund. The aggregate management fees charged by FWC LLC and Matson Money will not exceed 1.40% annually.
Fee Estimator
Location
2301 Ohio Drive, Suite 200, Plano, TX, 75093
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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
Aaron is a lawyer who, from time to time, offers clients advice or products related to his legal practice. Family Wealth Coaching, LLC always acts in the best interest of the client.
Employment History
Current Registrations
Family Wealth Coaching, 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.