Alvin Miller is a registered investment advisor at James River Asset Management, LLC, based in Midlothian, VA, with 43 years of industry experience. Alvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 408 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
James River Asset Management charges a percentage of the value of your portfolio each year. The fee is calculated based on the average daily value of the account during the quarter and billed quarterly in arrears.
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JRAM Portfolio:
- Up to $1,000,000: Maximum of 1.50%
- Over $1,000,000: Maximum of 1.00%
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American Funds Portfolio:
- $0.00 - $249,999.99: 1.00%
- $250,000 - $499,999.99: 0.75%
- $500,000.00 - $999,999.99: 0.05%
- $1,000,000 and above: 0.25%
Location
15521 Midlothian Tnpk., Suite 100, Midlothian, VA, 23113
Get directionsHistory
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 Activities
Alvin is the CIO of James River Wealth Advisors, a DBA for his investment business, dedicating minimal time. He is also the CIO/CCO of James River Asset Management, LLC, an independent RIA firm, spending nearly full-time on this role.
Employment History
Current Registrations
James River Asset Management, LLC
Previous Registrations
J.W. Cole Financial, INC.Broker
Valmark Securities, INC.Broker
American Portfolios Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Mfi Investments CORP.Broker
Fsc Securities CorporationBroker
Dean Witter Reynolds 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.