William Miller is a registered investment advisor at Guide Rock Capital Management, INC., based in Omaha, NE, with 1 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 72 clients with $41M 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 $25K | 1.25% |
| $25K - $50K | 1.00% |
| $50K - $100K | 0.95% |
| $100K - $250K | 0.85% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.65% |
Fees are negotiable based on account size, trading activity, complexity, and other relationships. Fees are waived for accounts of the parent credit union and firm employees.
Fee Estimator
Location
1001 Gallup Drive, Omaha, NE, 68102
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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
Guide Rock Capital Management, INC.
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
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