Business Description

As a boutique advisory firm, Miller Premier offers you service that is
personal, private, and exclusive. We aspire to have only a limited
number of clients but to provide personal service to every one of them.
We honor our relationship with you by providing customer service and
attention you will not find elsewhere. Financial planning consultations
and portfolio management reviews are provided in the privacy and
convenience of your own home. Michael Miller, CFP was named one of
the top financial planners in the country in 2006 & 2007 by the
Consumers' Research Council of America. He is a fee-only certified
financial planner practitioner. Miller Premier treats all clients as
individuals by helping them to build the wealth and financial security
necessary to make their dreams reality. At Miller Premier we "Nurture
Your Nest Egg for a Golden Tomorrow."

General Information

Gender:

Male

CRD#:

144062

Firm CRD#:

144062

States Licensed in:

Texas

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

03/2007 to Present, Miller Premier Investment Planning, LLC. Mansfield, TX, President, Certified Financial Planner Practitioner,
and Registered Investment Advisor
08/2005 to 04/2007, International City Managers Association - Retirement Corporation (ICMA-RC)., Washington, D.C., Financial Planning Manager
03/2000 to 06/2005, Nationwide Retirement Solutions, Texas State Director
07/1995 to 03/2000, Fidelity Brokerage Services Inc., Boston MA Registered Representative, Combined Product Specialist, and
Investor Center Fixed Income Specialist
08/1986 to 12/1991, 82nd Airborne Division, Fort Bragg, NC, Military Intelligence Analyst, Cryptanalyst, Paratrooper, Gulf War Veteran

I work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Education

Academic Background

Certified Financial Planning Certificate - College for Financial Planning (1998)
Bachelors degree in Business Administration with concentration in Banking and Finance -Fayetteville State University (1994). Class valedictorian

Services

Investment Types:

Mutual Funds, Insurance, Stocks, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

Certified Financial Planner (CFP®)

Securities Licenses:

Series 65, Series 63, Series 26, Series 7

Financial Organization Memberships:

Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

Firm's Number of Clients:

< 50

Assets Managed by Firm:

Yes

Advisor's Number of Clients:

< 50

Assets Managed by Advisor:

< 25 Mil

Compliance

Registered Investment Advisor:

Yes

I am an acknowledged fiduciary:

Yes

Compensation & Fees

I am a fee-only financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

50,000

Compensation Methods:

Hourly, Based on Assets, Flat Fee

Fee % Based on Assets:

Hourly Rate:

280

Additional Details on Charges:

Free Initial Consultation

Minimum Fee Charged for Managed Accounts:

480

Minimum Fee Charged for Hourly Planning Accounts:

480

Minimum Fee Charged for Flat Fee Accounts:

480

Prepared By:

Michael Miller

Most Recent Update:

04/16/2008