Patrick Miller is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Los Angeles, CA, with 5 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
1840 Century Park East, Suite 100, Los Angeles, CA, 90067
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 →Other Business Activities
Patrick sells personal items and flipped items on eBay since January 2023. This activity takes about 10-20% of his time and is not investment related.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations17 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
More Advisors
- Bret Runyan, CFPCharles Schwab & CO., INC.
- Gianni Cruz, CFPCharles Schwab & CO., INC.
- Stella Shim, CFP, ChFCCharles Schwab & CO., INC.
- Oscar Cabrera, CFPCharles Schwab & CO., INC.
- Ashley Nobel, CFPCharles Schwab & CO., INC.
- Ari OhayonCharles Schwab & CO., INC.