Edward Milner is a registered investment advisor at Casmilner Consulting LLC, based in Dallas, TX, with 2 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $1.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward is a volunteer mentor at a startup accelerator and a board member for six startup companies. He dedicates a few hours per week to these activities.
Employment History
Current Registrations
Casmilner Consulting LLC
State Registrations1 state
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