Roger Miller
Roger Miller is a CFP-designated registered investment advisor at Summit Financial Advisors, INC., based in Lebanon, OH, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 137 clients with $200M 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.35% |
Fees may be waived or negotiated for certain clients.
Fee Estimator
Location
41 N Broadway St, Lebanon, OH, 45036
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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 →Other Business ActivitiesSells Insurance
Roger is a co-owner of Financial Security Solutions, LLC, an insurance agency primarily focused on long-term care insurance, since 2003. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Summit Financial Advisors, INC.
Previous Registrations
Ipfp, 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.