David Miller
David Miller is a registered investment advisor at Surepath Financial Services, LLC, based in Peachtree Corners, GA, with 30 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 122 clients with $34M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $500.0M | 1.25% |
| $500M+ | 1.00% |
The annual fee may be negotiable in very limited circumstances.
Fee Estimator
Location
5425 Peachtree Pkwy Nw, Suite 148, Peachtree Corners, GA, 30092
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
David has 100% ownership of Peachtree Partners, LLC since 2020, selling his parents' art. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Surepath Financial Services, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
H&r Block Financial Advisors, INC.Broker
Paulson Investment Company, 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.