Therese Milad
Therese Milad is a CFP-designated registered investment advisor at Financial Network Wealth Advisors LLC, based in Murray, UT, with 41 years of industry experience. Therese 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 836 clients with $430M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable. For certain clients, Plan 4 Wealth charges an annual fee that varies up to 1.25% and is dependent upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Although this fee is higher than stated above, clients who do not utilize the services of a Sub-Advisor, and pay additional fees to the Sub-Advisor, will be billed on this fee schedule.
Fee Estimator
Location
118 West Winchester Street, Suite 101, Murray, UT, 84107
Get directionsHistory
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 ActivitiesSells Insurance
Therese sells fixed insurance, life, health, disability, annuities, and long-term care products. She is also involved in various financial education and property management activities, including being a member of the Rotary Club and managing a non-profit property.
Employment History
Current Registrations
Financial Network Wealth Advisors LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Sws Financial ServicesBroker
Cadaret, Grant & CO., INC.Broker
Integrated Resources Investment Centers, INC.Broker
Isfa CorporationBroker
State Registrations15 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.