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Belinda Miller

2 Years of Experience
Pensacola, FL

Belinda Miller is a registered investment advisor at Fsa Investment Group, LLC, based in Pensacola, FL, with 2 years of industry experience. Belinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 64 clients with $710M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
64 clients
Average Client Portfolio
$11.1M average
Assets Under Management
$709.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.35%
$25M+0.30%

Fees may be discounted or waived based on various criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

212 South Alcaniz Street, Pensacola, FL, 32502

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Belinda is an adjunct professor at LSUA in Alexandria, LA since 2020. She spends minimal time per week overseeing the class, with class assistants handling grading and student inquiries.

Employment History
Current Registrations
Fsa Investment Group, LLC
March 2025 - Present · 1 yr 1 mo
Previous Registrations
Edward Jones
March 2023 - October 2024 · 1 yr 7 mos
Edward JonesBroker
January 2023 - October 2024 · 1 yr 9 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.