MM
MM

Matthew Miller

7 Years of Experience
Fairfax, VA

Matthew Miller is a registered investment advisor at Empire Advisors Wealth Management LLC, based in Fairfax, VA, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 15 clients with $17M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
15 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$17.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $250K1.40%
$250K - $500K1.35%
$500K - $1000K1.25%
$1.0M - $1.5M1.20%
$1.5M - $2.0M1.10%
$2M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

4100 Monument Corner Drive, Suite 450, Fairfax, VA, 22030

Get directions

History

Regulatory History
Clean regulatory record

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

Matthew owns Miller Consulting Group, LLC, providing accounting services and tax preparation since 2005, taking up nearly a full-time commitment. He is also a partner in MCG CPA LLC, focusing on tax preparation and consulting, dedicating nearly a full-time commitment. Matthew also serves on advisory boards for Truist Bank, George Mason University, and Radford University, spending minimal time on these activities.

Employment History
Current Registrations
Empire Advisors Wealth Management LLC
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Avantax Advisory Services
May 2019 - February 2023 · 3 yrs 9 mos
Avantax Investment Services, INC.Broker
December 2018 - February 2023 · 4 yrs 2 mos
State Registrations1 state
VA
Advisor

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
No exam information available for this advisor.
Matthew Miller - Financial Advisor | TrueAdvisor