TrueAdvisor
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JM
CFP
JM
CFP

James Milholen

Strategic Advisers LLC
32 Years of Experience
Las Vegas, NV
Broker
View SEC Summary
View SEC Summary

James Milholen is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Las Vegas, NV, with 32 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16982 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

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

Las Vegas, NV

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
June 2011 - Present · 15 yrs 4 mos
Fidelity Brokerage Services LLCBroker
June 2011 - Present · 15 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
June 2011 - July 2018 · 7 yrs 1 mo
Tiaa-Cref Advice and Planning Services
February 2005 - May 2011 · 6 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2001 - May 2011 · 10 yrs
Schneider Securities, INC.Broker
July 1997 - April 2001 · 3 yrs 9 mos
R a F Financial CorporationBroker
August 1994 - August 1997 · 3 yrs
L.C. Wegard & CO., INC.Broker
August 1994 - August 1994 · 0 mos
Hibbard Brown & CO., INC.Broker
March 1994 - August 1994 · 5 mos
State Registrations6 states
IDMANVTXUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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