Ann Milinazzo
Ann Milinazzo is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Denver, CO, with 32 years of industry experience. Ann is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
469 S. Cherry Street, Suite 210, Denver, CO, 80246
Get directionsHistory
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
Ann is the President and Owner of Hadad-Milinazzo Financial Group, Inc., facilitating tax preparation, securities, advisory, and insurance businesses, taking up about a quarter of her time. She also manages and co-owns multiple LLCs for real estate and private investments, provides tax services as a CPA, and sells fixed insurance.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Avantax Advisory Services
H.D. Vest Advisory Services, INC
Avantax Investment Services, INC.Broker
State Registrations32 states
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
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