Duncan
Miller
Legacy Wealth Management Inc
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About this Advisor
Duncan Miller is a certified financial planner who works out of Germantown, Tennessee with 19 years of relevant experience. Miller works at Legacy Wealth Management Inc. They have spent the entirety of their time as a financial advisor at Legacy Wealth Management Inc. Miller can serve investors in Tennessee and Texas. Legacy Wealth Management Inc is an advisory business based out of Memphis, TN. It administers $2 billion in assets under management among its 4,064 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 4,064 customer accounts, 35% are associated with high-net-worth investors who have greater than $1 million in assets. The firm provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by Legacy Wealth Management Inc may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Wealth Management Inc Brokerage Details
$1,778,418,452
23
4,064
$437,603
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Duncan Miller Work History
Duncan has been registered as a financial advisor for 19 years.*
Legacy Wealth Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Duncan Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Wealth Management Inc
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
