Easton Miller
Easton Miller is a registered investment advisor at Miller Financial Services, INC., based in San Juan Capistrano, CA, with 7 years of industry experience. Easton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 200 clients with $130M 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 | 1.00% |
Fees are negotiable.
Fee Estimator
Location
29222 Rancho Viejo Rd., Ste 119, San Juan Capistrano, CA, 92675
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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
Easton is a licensed tax consultant, preparing taxes and doing tax planning, dedicating minimal time to this activity. Easton is also the CEO/CFO/Secretary of Miller Financial Services, Inc., an S-Corp for income tax purposes, dedicating minimal time to this as well.
Employment History
Current Registrations
Miller Financial Services, INC.
Previous Registrations
Coordinated Capital Securities, INC.
Coordinated Capital Securities, INC.Broker
State Registrations2 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.