Richard Milella
Richard Milella is a ChFC-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Farmingdale, NY, with 15 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.
Fee Estimator
Location
145 Merritts Road, Farmingdale, NY, 11735
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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 ActivitiesSells Insurance
Richard is an independent insurance sales agent since 1986, selling fixed, disability, health, life, employee benefits, and long-term care insurance, dedicating about half his time. He also provides financial counseling for college-bound families and offers fee-based financial and tax planning services through R.F. Milella Advisory Associates, Ltd, dedicating full-time hours to the latter.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Redhawk Wealth Advisors, INC.
Ronald A. Bartlett & Associates, LTD
State Registrations4 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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