Stephen Miller is a registered investment advisor at Dean Financial Services, based in Beavercreek, OH, with 26 years of industry experience. Stephen 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 259 clients with $320M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees may be negotiable on a client-by-client basis. Clients who invest in the Dean Funds will only pay the fees charged by those funds, and the value of their investment in the Dean Funds is excluded from the quarterly portfolio management fee calculation.
Fee Estimator
Location
3500 Pentagon Blvd, Suite 200, Beavercreek, OH, 45431
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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
Dean Financial Services
Dean Investments
State Registrations1 state
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