Carl Millard is a CFP-designated registered investment advisor at Andy Millard Advisory, LLC, based in Columbus, NC, with 20 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Socially Responsible Investing. Their firm serves 29 clients with $20M 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 $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Contact
Carl Millard
Location
Columbus, NC
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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 →Employment History
Current Registrations
Andy Millard Advisory, LLC
Previous Registrations
Millard & Company, INC.
Main Street Financial Group, INC
State Registrations2 states
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