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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,828 clients with $520M 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 based on relationship history, asset types, and account size. For certain clients not utilizing a sub-advisor, an alternative schedule up to 1.25% may apply.
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.
Exams
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