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Mike Mcmillen

Mcmillen & Company, INC.
24 Years of Experience
Boise, ID
1 Disclosure
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Mike Mcmillen is a registered investment advisor at Mcmillen & Company, INC., based in Boise, ID, with 24 years of industry experience. Mike operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 32 clients with $110M in assets under management.

Mcmillen & Company, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
32 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$111.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $15.0M0.50%
$15M+0.50%

Fees are generally negotiable. A 25% discount is offered to non-profit clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Boise, ID

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2002
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Mcmillen & Company, INC.
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Gem State Investment Advisors
December 2023 - May 2026 · 2 yrs 5 mos
The Caprock Group, INC.
February 2003 - July 2006 · 3 yrs 5 mos
U.S. Bancorp Piper Jaffray INC.
May 2002 - January 2003 · 8 mos
State Registrations3 states
IDTXWA
Advisor

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Exams
No exam information available for this advisor.
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