Jeffrey Miller
Jeffrey Miller is a registered investment advisor at Windmiller, based in Morrison, CO, with 7 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.40% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 0.60% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above. $795/yr for Individual 401(k) accounts, variable annuity, and variable life accounts where an employee or Investment Adviser representative of the firm was not the selling representative of record for the plan or annuity product.
Fee Estimator
Location
8197 S Summit Dr, Morrison, CO, 80465
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2024Other Business ActivitiesSells Insurance
Jeffrey works as an insurance agent, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Windmiller
Previous Registrations
Sound Financial, LLC
State Registrations1 state
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.