Billie Miles is a ChFC-designated registered investment advisor at Signal Advisors Wealth, LLC, based in Ontario, CA, with 6 years of industry experience. Billie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 4,816 clients with $1.7B 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% |
Maximum annual advisory fee is up to 2.0% for direct clients. For platform accounts managed by independent advisors, Signal Advisors Wealth's maximum fee is 1.0%. Fees vary based on account size, complexity, and specific arrangements.
Fee Estimator
Location
3633 Inland Empire Boulevard, Suite 650, Ontario, CA, 91764
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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 →Employment History
Current Registrations
Signal Advisors Wealth, LLC
Previous Registrations
Simplicity Wealth
Lifepro Asset Management
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.
Exams
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