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Milton Beile

Ni Advisors
25 Years of Experience
Saint Louis, MO
3 DisclosuresBroker
View SEC Summary
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Milton Beile is a registered investment advisor at Ni Advisors, based in Saint Louis, MO, with 25 years of industry experience. Milton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 6 clients with $3.6M in assets under management.

Ni Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
6 clients
Average Client Portfolio
$593K average
Assets Under Management
$3.6M

Fee Structure

Minimum Investment:$20K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.00%
$100K - $250K1.00%
$250K - $500K0.90%
$500K - $750K0.80%
$750K - $1.0M0.75%
$1.0M - $2.0M0.70%
$2.0M - $3.0M0.65%
$3.0M - $5.0M0.60%
$5.0M - $1.0M0.50%
$1M+0.30%

Rates listed are for equity investments. Mutual funds/variable annuities and fixed income securities have separate fee schedules ranging from 0.20% to 1.00%. No fee is charged on cash or money market funds. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11477 Olde Cabin Road, Suite 310, Saint Louis, MO, 63141

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2013
Final
Employment Separation After Allegations
May 2013
Customer Dispute
November 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Milton works as a financial representative for Vestech Securities and Nii Advisors, both broker-dealers, dedicating nearly full-time hours to each. He also owns Milton Beile Services, a marketing business, spending about 10-20% of his time on marketing and administrative tasks.

Employment History
Current Registrations
Ni AdvisorsBroker
August 2018 - Present · 8 yrs 2 mos
Ni Advisors
August 2018 - Present · 8 yrs 2 mos
Vestech Asset Management INC.
March 2018 - Present · 8 yrs 7 mos
Vestech Securities, INC.Broker
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Cuttingedge Advisors
August 2017 - March 2018 · 7 mos
Cuttingedge Advisors
July 2016 - December 2016 · 5 mos
Ibn Financial Services, INC.Broker
June 2016 - August 2017 · 1 yr 2 mos
Private Label Money Management, INC.
September 2013 - June 2016 · 2 yrs 9 mos
Oakbridge Financial ServicesBroker
August 2013 - May 2016 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2009 - May 2013 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2009 - May 2013 · 4 yrs
Citigroup Global Markets INC.
March 2001 - May 2009 · 8 yrs 2 mos
Citigroup Global Markets INC.Broker
October 2000 - May 2009 · 8 yrs 7 mos
State Registrations2 states
INMO
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.
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