Lee Miles is a CFP, ChFC-designated registered investment advisor at Lee Miles LLC, based in Ogden, UT, with 23 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 94 clients with $14M 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 | 1.95% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. The asset management fee is evaluated on a breakpoint basis vs. a blended basis.
Fee Estimator
Location
3084 S 1900 W, Suite A2, Ogden, UT, 84401
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2014Customer Dispute
April 1997Other Business ActivitiesSells Insurance
Lee sells fixed life insurance and annuities through Midland National Life and other companies through Lee Miles, LLC. He is also the president of Practice Management, Inc., which provides administrative services to Lee Miles LLC.
Employment History
Current Registrations
Lee Miles LLC
Previous Registrations
Spc
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.