Ryan E Miller
Advisor at Eagle Wealth Strategies — Mullica Hill, NJ
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 66
Experience Industry experience
11 years
Location
Mullica Hill, NJ 08062
Eagle Wealth Strategies
Team
Total advisors
9Clients per advisor
72 HighAvg AUM per client
$937,588 TypicalHNW client ratio
23% LowRyan Miller is a financial advisor at Eagle Wealth Strategies with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services, Bank of America, Merrill, and Ameriprise Financial Services. Eagle Wealth Strategies is a fee-based, SEC-registered investment adviser serving individuals, trusts, estates, businesses, and charitable organizations. The firm utilizes a fundamental, long-term investment approach through model portfolios featuring low-cost mutual funds, ETFs, equities, and other asset classes, while providing ongoing portfolio monitoring and engaging independent consultants for research and due diligence.
Based on Eagle Wealth Strategies
Based on Eagle Wealth Strategies
$0 - $250,000: 1.20% $250,001 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.95% $1,500,001 - $2,000,000: 0.90% $2,000,001 - $2,500,000: 0.85% $2,500,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $7,500,000: 0.70% $7,500,001 - $8,500,000: 0.65% $8,500,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Commissions earned by affiliated insurance agency (EWS2 LLC) for insurance product sales, separate from advisory fees
Account minimum: $500,000 Fee-only: Annual rates ranging from 1.20% for first $250,000 down to 0.50% for assets above $10,000,000, fees paid quarterly in advance
Mullica Hill, NJ
118 Bridgeton Pike
Mullica Hill NJ 08062
Advisors at this office
9
New Jersey
11 years of industry experience
Eagle Wealth Strategies LLC
2023 - Present • 3 years
West Deptford, NJ
Raymond James Financial Services Advisor, Inc
2021 - 2023 • 2 years
West Deptford, NJ
Raymond James Financial Services, Inc
2021 - 2023 • 2 years
West Deptford, NJ
Bank Of America, N.a.
2020 - 2021 • 1 year
Pennington, NJ
Merrill
2020 - 2021 • 1 year
Pennington, NJ
Ameriprise Financial Services, Inc.
2014 - 2020 • 6 years
Voorhees, NJ
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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