Kristopher Miller
Kristopher Miller is a PFS-designated registered investment advisor at Lexington Financial/life Management, LLC, based in Nashville, TN, with 7 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 46 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lexington Investment Consulting charges a fee based on the value of your investments. This fee typically ranges from 0.20% to 2.00% per year, and may be negotiable. The fee is charged quarterly, in advance, though some legacy clients may be billed monthly. If you participate in SEI's wrap fee program, you will pay Lexington an advisory fee in addition to the investment management fee paid to SEI.
Location
1600 West End Ave., Suite 200, Nashville, TN, 37203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristopher is a partner at TM2 Accounting Solutions, LLC, a Tennessee-registered accounting firm, spending a few hours per week on tax consulting and compliance review. He is also an employee of Lexington Financial Life Management, LLC, dedicating about a quarter of his time.
Employment History
Current Registrations
Lexington Financial/life Management, LLC
State Registrations3 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.