David Miller is a CFP-designated registered investment advisor at Rule72 Financial, based in Potomac Falls, VA, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 30 clients with $8.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.76% |
| $2.0M - $7.0M | 0.47% |
| $7M+ | 0.38% |
Fees are negotiable. The above fee schedule does not include the Schwab Managed Select and Managed Account Access fees.
Fee Estimator
Contact
David Miller
Location
46179 Westlake Drive, Suite 330, Potomac Falls, VA, 20165
Get directionsHistory
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 →Employment History
Current Registrations
Rule72 Financial
Previous Registrations
Private Advisor Group, LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
State Registrations2 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
Additional Information
David A. Miller, CFP®, is the founder of Rule72 Financial LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional with experience helping people achieve their goals. He is an Air Force veteran.