Irwin Milch is a registered investment advisor at M & I Financial Planning Services, based in Mount Kisco, NY, with 11 years of industry experience. Irwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 56 clients with $19M 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 | 1.25% |
Fee Estimator
Location
Mount Kisco, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
M & I Financial Planning Services
Previous Registrations
M & I Financial Planning Services
State Registrations1 state
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