Milo Hanke
Milo Hanke is a CFP-designated registered investment advisor at Hanke & Apolonio Wealth Advisors LLC, based in San Francisco, CA, with 42 years of industry experience. Milo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 94 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Accounts within the same household may be combined for a reduced fee. Fees are negotiable for accounts over $20,000,001.
Fee Estimator
Location
177 Post Street, Suite 800, San Francisco, CA, 94108-4729
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Milo is a sole proprietor involved in real estate rentals since 2003. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Hanke & Apolonio Wealth Advisors LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Protected Investors of AmericaBroker
Gna Securities, INC.Broker
Protected Investors of AmericaBroker
Financial Planners Equity CorporationBroker
State Registrations2 states
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