Michelle Miller is a registered investment advisor at Skyview Pinnacle, based in Apollo Beach, FL. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 45 clients with $10M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.25% |
Advisor may negotiate fees based upon factors such as account size, a Client’s relationship with the firm, workload and complexity of assets being managed.
Fee Estimator
Location
Apollo Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Skyview Pinnacle
State Registrations3 states
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