Allison Miller
Advisor at Armor Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Armor Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Raleigh, NC 27607
Credentials
CFP®
Industry experience
6 years
Allison Miller is a CERTIFIED FINANCIAL PLANNER® with five years of industry experience. She has worked at Armor Investment Advisors, LLC since 2019 and previously at WMS Partners, LLC and Kroger. Prior to her financial industry roles, she was affiliated with Virginia Polytechnic Institute & State University. Armor Investment Advisors serves individuals, families, and institutional clients, including high-net-worth clients and retirement plans. The firm employs a fiduciary standard and a team-based process that integrates financial planning with discretionary investment management using a multi-asset-class, core-satellite approach informed by macroeconomic analysis and a structured market framework.
Based on Armor Investment Advisors, LLC
Based on Armor Investment Advisors, LLC
Fixed fees for financial planning generally range from $2,500 to $40,000.
$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.65% $5,000,001 - $15,000,000: 0.50% $15,000,001 - $25,000,000: 0.45% $25,000,001+: 0.40%
$250 to $300 per hour for financial planning and consulting services.
Financial planning services may be charged as monthly fees (amount not specifically stated).
Minimum fee: Minimum fee of $1,500 per quarter Fee-only: Fee-only investment advisor; no commissions received.
4101 Lake Boone Trail, Suite 208
Raleigh, NC 27607
North Carolina
Armor Investment Advisors, LLC
2019 - Present (7 years)
WMS Partners, LLC
2016 - 2019 (3 years)
Kroger
2013 - 2016 (3 years)
Virginia Polytechnic Institute & State University
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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