Sacha Millstone
Sacha Millstone is a registered investment advisor at The Millstone Evans Group, LLC, based in Boulder, CO, with 41 years of industry experience. Sacha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 654 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are individually negotiated with each client and based on a percentage of assets under management, generally up to a maximum of 2.00%.
Fee Estimator
Location
4940 Pearl East Circle, Suite 302, Boulder, CO, 80301
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2010Customer Dispute
April 2009Customer Dispute
September 2002Employment History
Current Registrations
The Millstone Evans Group, LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Ferris, Baker Watts IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations2 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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