Milton Park
Milton Park is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Atlanta North Point, GA, with 40 years of industry experience. Milton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.
Location
555 N Point Centre E, Ste 500, Atlanta North Point, GA, 30022
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2016Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Sterne Agee Investment Advisors, INC.
Sterne Agee & Leach, INC. Capital Management
Sterne, Agee & Leach, INC.Broker
Sterne, Agee & Leach, INC.Broker
Interstate/johnson Lane CorporationBroker
Dean Witter Reynolds INC.Broker
Prescott, Ball & Turben, INC.Broker
Zeller, Torykian & CO. INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.