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Milton Aponte

Wells Fargo Advisors
23 Years of Experience
Coral Gables, FL
2 DisclosuresBroker
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Milton Aponte is a registered investment advisor at Wells Fargo Advisors, based in Coral Gables, FL, with 23 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
View Full SEC Brochure

Location

396 Alhambra Cir 8th Fl, [D2-Rbo], Coral Gables, FL, 33134

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History

Regulatory History (2)
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.
Customer Dispute
July 2008
Denied
Customer Dispute
February 2005
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
June 2010 - Present · 15 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
Chase Investment Services CORP.
May 2009 - June 2010 · 1 yr 1 mo
Chase Investment Services CORP.Broker
May 2009 - June 2010 · 1 yr 1 mo
Wamu Investments, INC.
June 2007 - May 2009 · 1 yr 11 mos
Wamu Investments, INC.Broker
April 2005 - May 2009 · 4 yrs 1 mo
Wm Financial Services, INC.Broker
August 2004 - March 2005 · 7 mos
Citicorp Investment ServicesBroker
October 2003 - August 2004 · 10 mos
Legacy Financial Services, INC.Broker
April 2003 - October 2003 · 6 mos
Capital Brokerage CorporationBroker
June 2002 - January 2003 · 7 mos
American Express Financial Advisors INC.Broker
August 2001 - April 2002 · 8 mos
Ids Life Insurance CompanyBroker
August 2001 - April 2002 · 8 mos
State Registrations11 states
CAFLGANCNVNYPRTNTXUTWI
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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