Michael Miller
Michael Miller is a registered investment advisor at Advisory Services Network, based in Mequon, WI, with 45 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
Mequon, WI
Get directionsHistory
Regulatory History (1)
Regulatory
August 1989Other Business Activities
Michael holds a real estate broker's license in Wisconsin and is a CPA providing tax preparation and bookkeeping services. These activities take about 10-20% of his time.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Blackhawk Capital Partners, LLC
Cedar Creek Securities, INC.
Cedar Creek Securities, INC.Broker
Miller Financial CORP.Broker
Dain, Bosworth IncorporatedBroker
Robert W. Baird & CO. IncorporatedBroker
Fpc Securities CorporationBroker
State Registrations2 states
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.