Douglas Miller is a CFP-designated registered investment advisor at Chief Advisors CORP, based in Lawrence, KS, with 31 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 185 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Fees are negotiable. Any fee paid in excess of 2% is higher than that charged by other advisors that provide the same or similar services at lower rates.
Fee Estimator
Location
Lawrence, KS
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Regulatory History (1)
Employment Separation After Allegations
October 2019Other Business Activities
Douglas is involved in real estate/property management as a landlord for rental property since 2011. This non-investment related activity takes about 10-20% of his time and occurs outside of business hours.
Employment History
Current Registrations
Chief Advisors CORP
Previous Registrations
First Asset Financial INC.Broker
United Capital Management of Kansas, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Edward D. Jones & CO., L.P.Broker
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.