EM
EM

Eddison Millington

28 Years of Experience
Plymouth, MI
BrokerSells Insurance

Eddison Millington is a registered investment advisor at Pinnacle Wealth Management Group, INC., based in Plymouth, MI, with 28 years of industry experience. Eddison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 204 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
204 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$212.7M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K1.50%
$750K - $1000K1.25%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.90%
$3.0M - $4.0M0.80%
$4.0M - $5.0M0.75%
$5M+0.75%

Fees are negotiable. Platinum Program fees range from 0.25% to 1.00% in addition to the portfolio management fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

849 Penniman Suite 201, Plymouth, MI, 48170

Get directions

History

Regulatory History
Clean regulatory record

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

Eddison is an Investment Adviser Representative at Pinnacle Wealth Management Group, Inc., dedicating full-time hours to this role. He is also a licensed insurance agent involved in insurance sales, spending a few hours per week on this activity.

Employment History
Current Registrations
Pinnacle Wealth Management Group, INC.
March 2018 - Present · 8 yrs 2 mos
Private Client Services, LLCBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Sei Investments Management CORP
January 2015 - May 2017 · 2 yrs 4 mos
Sei Investments Distribution CO.Broker
January 2015 - May 2017 · 2 yrs 4 mos
Aig Capital Services, INC.Broker
September 2013 - August 2014 · 11 mos
Metlife Investors Distribution CompanyBroker
December 2004 - September 2013 · 8 yrs 9 mos
Metlife Investors Distribution CompanyBroker
October 2003 - December 2004 · 1 yr 2 mos
Transamerica Capital, INC.Broker
November 2000 - October 2003 · 2 yrs 11 mos
Equitable Distributors, INC.Broker
March 2000 - October 2000 · 7 mos
National Planning CorporationBroker
October 1998 - April 2000 · 1 yr 6 mos
Jackson National Life Distributors, INC.Broker
February 1998 - April 2000 · 2 yrs 2 mos
Jackson National Financial Services, INC.Broker
June 1997 - February 1998 · 8 mos
State Registrations8 states
COFLKYMINYPASCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Eddison Millington - Financial Advisor | TrueAdvisor