Elizabeth Milardo
Elizabeth Milardo is a registered investment advisor at Discipline Wealth Solutions, INC., based in Stuart, FL, with 21 years of industry experience. Elizabeth 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 2 more. Their firm serves 1,946 clients with $750M 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 $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.32% |
Fees are negotiable and may be lower than standard rates at the firm's discretion.
Fee Estimator
Location
759 SW Federal Highway, Suite 309, Stuart, FL, 34994
Get directionsHistory
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 ActivitiesSells Insurance
Elizabeth sells fixed insurance products since 2017, dedicating minimal time. She is also a residential real estate sales agent and provides bookkeeping services, both taking minimal time. Elizabeth owns Turnkey Financial Partners, LLC to facilitate securities, advisory, and insurance business, taking about 10-20% of her time.
Employment History
Current Registrations
Discipline Wealth Solutions, INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Nylife Securities LLCBroker
H.D. Vest Investment ServicesBroker
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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