John Antrobus
John Antrobus is a registered investment advisor at Milestone Advisory Group, LLC, based in Washington, IL, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 137 clients with $18M 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 $250K | 1.25% |
| $250K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable based on certain criteria. When using sub-advisors on the Adhesion Platform, the client will pay additional fees ranging from 0.35% to 1.5% annually.
Fee Estimator
Location
Washington, IL
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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 →Other Business ActivitiesSells Insurance
John is an independent insurance agent for various companies since 2010, spending a few hours per week on this. He also works as a solicitor for a precious metal dealer, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Milestone Advisory Group, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Brewer Investment Advisors LLC
Brewer Financial Services, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Mimlic Sales CorporationBroker
PFS Investments INC.Broker
State Registrations2 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.