Robert Milan
Robert Milan is a registered investment advisor at Tcfg Investment Advisors, LLC, based in Canton, OH, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,344 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
116 Cleveland Ave, N.W., Ste 317, Canton, OH, 44702
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
May 2013Customer Dispute
August 2010Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Robert is a tax preparer for Milan & Associates LLC, dedicating minimal time to this role. He is also an Investment Advisor Representative with TCFG Investment Advisors, LLC and an insurance agent with TCFG Insurance Solutions, LLC.
Employment History
Current Registrations
Tcfg Wealth Management, LLCBroker
Tcfg Investment Advisors, LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.