Adam Miller
Adam Miller is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Albuquerque, NM, with 7 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
4801 Lang Ave Suite 110, Albuquerque, NM, 87109
Get directionsHistory
Regulatory History (3)
Financial
September 2017Financial
February 2017Financial
November 2016Other Business Activities
Adam is an advisory representative of a registered investment advisor (RIA) since 2019 and owner of Level Up Life Planning LLC since 2022, both investment-related activities taking about half of his time each. He also owns rental property, dedicating minimal time to it, and works as an agent for legal services.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
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.