Milton Thiel is a CFP-designated registered investment advisor at Trinity Neches, based in Sugar Land, TX, with 23 years of industry experience. Milton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 72 clients with $120M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Veterans and active military members receive a 25% discount. Fees are negotiable based on portfolio size, employment, and relationship to the advisor.
Fee Estimator
Location
Sugar Land, TX
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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 Activities
Milton is a member of the Board of Directors for two toll road authorities, spending a few hours per week on this activity. He also has a private equity commitment with Blue Sky Data Mgmt since 2010.
Employment History
Current Registrations
Trinity Neches
Previous Registrations
Ascension Capital Advisors, INC.
American General Securities Incorporated
Lincoln Financial Advisors Corporation
State Registrations1 state
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
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