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Sacha Millstone
40 Years of Experience
Boulder, CO
3 Disclosures
Sacha Millstone is a registered investment advisor at The Millstone Evans Group, LLC, based in Boulder, CO, with 40 years of industry experience. Sacha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 625 clients with $780M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
625 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$777.9M
Fee Structure
Planning is included in investment management (also available separately)
The Millstone Evans Group manages investment portfolios for clients through several options:
- Independent Clearing Account (ICA): The firm manages these accounts on a discretionary or non-discretionary basis, investing in mutual funds, stocks, bonds, and ETFs.
- Wrap Programs: The firm recommends wrap fee programs, which bundle advisory, brokerage, custodial, and administrative services for an all-inclusive fee. These include the Millstone Evans Wrap Program and the Sub-Advisory Wrap Program (where a third-party manager manages the portfolio).
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Location
4940 Pearl East Circle, Suite 302, Boulder, CO, 80301
Get directionsHistory
Regulatory History (3)
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Customer Dispute
March 2010Settled
Customer Dispute
April 2009Denied
Customer Dispute
September 2002Denied
Employment History
Current Registrations
The Millstone Evans Group, LLC
January 2021 - Present · 5 yrs 3 mos
Previous Registrations
Raymond James & Associates, INC.
May 1994 - December 2020 · 26 yrs 7 mos
Raymond James & Associates, INC.Broker
May 1994 - December 2020 · 26 yrs 7 mos
Ferris, Baker Watts IncorporatedBroker
August 1990 - June 1994 · 3 yrs 10 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1985 - August 1990 · 5 yrs 3 mos
State Registrations2 states
COTX
Advisor
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
No exam information available for this advisor.