Michael Miller
Michael Miller is a CFP-designated registered investment advisor at Miller Premier Investment Planning LLC, based in Mansfield, TX, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 33 clients with $22M 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 | 2.00% |
| $1M+ | 1.00% |
The investment management fee and minimum are waived for clients with an annual retainer agreement that includes investment management services. Discounts on fees and/or lower minimum investment requirements may be offered at the firm's discretion.
Fee Estimator
Contact
Michael Miller
Location
Mansfield, TX
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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 →Employment History
Current Registrations
Miller Premier Investment Planning LLC
Previous Registrations
ICMA Retirement CORP
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.
Exams
Additional Information
Named one of the top financial planners in the country for the past ten consecutive years, Michael Miller, CFP® specializes in comprehensive retirement planning and tax efficient income distribution. He founded Miller Premier with the mission of providing clients with a rewarding, safe, and secure retirement. Michael has a very strong background in retirement and investment planning - prior to starting his own firm, Michael was a financial planning manager for ICMA-RC and was responsible for over $1 Billion in private client retirement accounts. He was also the Texas State Director for Nationwide's public retirement division - Nationwide Retirement Solutions. If you are a pre-retiree or retiree with $500,000 or more in retirement savings you may qualify for a free retirement assessment. To learn more give him a call at 817-680-8198 or visit his company website atwww.finplng.com.