Mark Miller
Mark Miller is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Lynchburg, VA, with 47 years of industry experience. Mark 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, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
424 Graves Mill Road, Ste. 200D, Lynchburg, VA, 24502
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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
Mark owns Eagle Crest Farms, a feeder calf operation, dedicating about 10-20% of his time outside of business hours. He also owns UDDUP LLC, a real estate investment company, spending a few hours per week, and is the executor for his mother's estate, spending minimal time per month. Mark also spends about 10% of his time on insurance sales.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Branch, Cabell & CO., INC.Broker
Branch, Cabell & CompanyBroker
Wheat, First Securities, INC.Broker
State Registrations1 state
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.