CM
CFP
CM
CFP
Cara Miller is a CFP-designated registered investment advisor at Mariner Wealth, based in Rapid City, SD, with 22 years of industry experience. Cara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1719 West Main street, Suite 204, Rapid City, SD, 57702
Get directionsHistory
Regulatory History (7)
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Customer Dispute
July 2025Settled
Customer Dispute
August 2024Settled
Customer Dispute
May 2024Settled
Customer Dispute
March 2024Settled
Customer Dispute
May 2023Settled
Customer Dispute
July 2022Settled
Customer Dispute
May 2020Settled
Employment History
Current Registrations
Mariner Wealth
November 2021 - Present · 4 yrs 5 mos
Previous Registrations
Mariner Wealth Advisors
September 2020 - October 2020 · 1 mo
Honkamp Krueger Financial Services INC
June 2006 - September 2020 · 14 yrs 3 mos
Proequities, INC.Broker
May 2006 - September 2020 · 14 yrs 4 mos
Financial Network Investment CorporationBroker
September 2004 - May 2006 · 1 yr 8 mos
Edward JonesBroker
July 2002 - September 2004 · 2 yrs 2 mos
State Registrations2 states
COSD
Advisor
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
No exam information available for this advisor.