Christopher Miller
Christopher Miller is a registered investment advisor at Safeguard Investment Advisory Group, LLC, based in Corona, CA, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,849 clients with $600M 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 $250K | 2.15% |
| $250K - $500K | 1.90% |
| $500K - $1.0M | 1.65% |
| $1M+ | 1.15% |
Fees are negotiable.
Fee Estimator
Location
4160 Temescal Canyon Road, Suite 307, Corona, CA, 92883
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
Christopher is a VP and business consultant for Asset Marketing Systems, recruiting and training advisors, dedicating about a quarter of his time. He is also a co-owner and CFO of Chickpea Kitchen LLC, a food service business, spending about 10-20% of his time on this venture.
Employment History
Current Registrations
Safeguard Investment Advisory Group, LLC
Previous Registrations
Madison Avenue Securities, LLCBroker
Madison Avenue Securities, LLC
Altegris Investments, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Citicorp Investment Services
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, 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.