Steven Milstein
Steven Milstein is a registered investment advisor at Mack Investment Securities, INC., based in Lincolnshire, IL, with 34 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 676 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mack Investment Securities offers investment management services where fees range from 1.00% to 2.25% of the value of your portfolio annually. Fees are billed monthly, based on the value of the account at the end of the billing period. There is a preferred minimum account size of $100,000. For SEI accounts, fees are billed quarterly at 1%.
Location
Lincolnshire, IL
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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
Steven is the President of The Milstein Co. since 1995, which is not investment-related. He spends about 10-20% of his time on the sale of egg products, life insurance, and health insurance, with 15 hours during trading time.
Employment History
Current Registrations
Mack Investment Securities, INC.
Mack Investment Securities, INC.Broker
Previous Registrations
Sun Investment Services 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.