Charles Millington
Charles Millington is a CFP-designated registered investment advisor at Millington Financial Advisors, LLC, based in Naperville, IL, with 18 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 171 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Millington Financial Advisors charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.00%. The fee is calculated quarterly, in advance, based on the value of your portfolio on the last business day of the previous quarter. Fees are negotiable. You can end investment management services at any time and receive a refund of any unearned fees.
Location
55 Shuman Blvd, Suite 1050, Naperville, IL, 60563
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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
Charles is the president of Millington & Co., dedicating nearly full-time hours to this role, with about a quarter of his time during trading hours. He is also the manager of Millington Financial Advisors, LLC, spending about a third of his time providing financial planning services.
Employment History
Current Registrations
Millington Financial Advisors, LLC
Previous Registrations
Millington Securities, INC.Broker
Millington Investments, LLCBroker
Millington Securities, INC.Broker
Claymore Securities, 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.