David Miller
Advisor at Lanier Financial Group LLC — Athens, GA
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.
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.
Credentials
Series 65
Experience Industry experience
4 years
Location
Athens, GA 30601
Lanier Financial Group LLC
Team
David Miller is a financial advisor at Lanier Financial Group LLC in Athens, GA, holding a Series 65 credential with three years of industry experience. Prior to joining Lanier Financial Group, he worked at Pathwise CPA Group, DMM Capital, and Rhodes, Young, Black, and Duncan. Outside of his advisory role, he is involved with KDM Realty, LLC, a business unrelated to investments. Lanier Financial Group provides discretionary and non-discretionary investment management and financial planning to individuals, families, business entities, trusts, and retirement plans. The firm tailors portfolios based on client goals, risk tolerance, and other factors, employing a range of investment strategies across multiple asset classes.
Based on Lanier Financial Group LLC
Based on Lanier Financial Group LLC
Flat fees available for specific financial planning services; minimum initial planning fee $450
$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1.10% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001+: Negotiable
$150-$300 per hour (Associate Advisor: $150/hour; Senior Advisor: $275/hour; Expert witness work: $300/hour)
Ongoing service fees for financial plans billed at minimum $50 per month up to 0.50% of base household income or included in Asset Management Fee
Minimum fee: $3,000 per year for asset management fee (minimum annual fee $600 combined asset management and/or planning fee)
Athens, GA
490 N. Milledge Avenue
Athens GA 30601
Advisors at this office
5
Georgia
4 years of industry experience
Pathwise CPA Group
2020 - Present • 6 years
Watkinsville, GA
DMM Capital
2017 - 2020 • 3 years
Athens, GA
Rhodes, Young, Black, and Duncan
2015 - 2017 • 2 years
Duluth, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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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