Steve Miller is a registered investment advisor at Wespac Advisors, LLC, based in Phoenix, AZ, with 16 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 639 clients with $1.1B 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 | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable and may be waived in certain circumstances, such as for employee accounts. The fee includes any advisory fees of sub-advisers.
Fee Estimator
Location
2400 E Arizona Biltmore Cir #1100, Phoenix, AZ, 85016
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 ActivitiesSells Insurance
Steve is involved with Matlock & Associates, selling non-variable insurance products like health and disability, dedicating about half his time. He is also associated with Global Retirement Partners, a registered investment advisor hybrid.
Employment History
Current Registrations
Wespac Advisors, LLC
Previous Registrations
Global Retirement Partners LLC
Financial Telesis, INC.
State Registrations1 state
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