Larry Milton
Larry Milton is a registered investment advisor at Sanctuary Advisors, LLC, based in Fort Worth, TX, with 38 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
1415 Ballinger Street, Fort Worth, TX, 76102
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Larry is involved in several family businesses and LLCs, including rental properties, ranching, and raw land ownership. These activities require minimal time commitment, generally a few hours per month or less.
Employment History
Current Registrations
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
J.C. Bradford & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations11 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.