Kristina Miller is a ChFC-designated registered investment advisor at Cfo4life, based in Coppell, TX, with 7 years of industry experience. Kristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 956 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFO4Life Group charges a quarterly fee based on the value of your investments. The annual fee ranges from 1.00% to 1.50%. The fee is calculated in advance each quarter. Some clients who were acquired from Vogel Financial Advisors may have different fee schedules with breakpoints. Clients participating in wrap fee programs are charged a separate fee that includes investment management, custody, and brokerage costs.
Location
735 Plaza Blvd., Suite 100, Coppell, TX, 75019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristina works as an assistant for CFO4LIFE Group, LLC, a registered investment advisor, and Ausdal Financial Partners, Inc, a broker-dealer. These activities take nearly full-time and about a quarter of her time, respectively.
Employment History
Current Registrations
Cfo4life
Ausdal Financial Partners, INC.Broker
Ausdal Financial Partners, INC.
State Registrations2 states
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