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Michael Peter Miller

32 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
432 clients
Average Client Portfolio
$565K average
Assets Under Management
$244.1M

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:$500 - $10,000

Investment Supervisory Services and Portfolio Management Services fees range from 0.50% to 2.50% of assets under management. A minimum of $100,000 of assets under management is required for these services, but this may be negotiable. Financial planning fees range from $500 to $10,000, depending on the complexity of the client's circumstances. Management personnel may receive commissions from implementing transactions, but these are offset against advisory fees.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

400 Poydras, Suite 2100, New Orleans, LA, 70130

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Coker & Palmer
July 2020 - Present · 5 yrs 6 mos
Coker & Palmer Broker
May 2015 - Present · 10 yrs 8 mos
Previous Registrations
Iberia Capital Partners L.L.C.Broker
September 2010 - May 2015 · 4 yrs 8 mos
Howard Weil IncorporatedBroker
October 2006 - November 2009 · 3 yrs 1 mo
Northpoint Trading Partners, LLCBroker
June 2006 - October 2006 · 4 mos
Teton Investment Partners, LLCBroker
December 2005 - June 2006 · 6 mos
Pan-American Financial AdvisersBroker
May 2002 - November 2005 · 3 yrs 6 mos
Hibernia Southcoast Capital, INC.Broker
March 1998 - April 2002 · 4 yrs 1 mo
Loewenbaum & Company IncorporatedBroker
January 1992 - March 1998 · 6 yrs 2 mos
State Registrations4 states
LANMNYVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Peter Miller - Financial Advisor | AdvisorDiscover