Kristopher Miller
Kristopher Miller is a PFS-designated registered investment advisor at Lexington Financial/life Management, LLC, based in Nashville, TN, with 8 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 44 clients with $110M 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 | 2.00% |
Fees are charged either as a fixed fee or as a percentage ranging between 0.20% and 2.00% of assets under management. Fees are negotiable.
Fee Estimator
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.
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
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.
Exams
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