Gary Milkwick
Gary Milkwick is a PFS-designated registered investment advisor at Embark Wealth Management, LLC, based in Tempe, AZ, with 10 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 369 clients with $57M 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 $100K | 1.50% |
| $100K - $200K | 1.40% |
| $200K - $300K | 1.30% |
| $300K - $400K | 1.20% |
| $400K - $500K | 1.10% |
| $500K+ | 1.00% |
Fees are negotiable depending on client needs and situation complexity.
Fee Estimator
Location
398 S Mill Avenue, Suite 302, Tempe, AZ, 85281
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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 ActivitiesSells Insurance
Gary is the CEO/Owner of an inactive import company, a part-owner of rental property, and a partner in Embark Wealth Management. He also owns Embark Financial Services, LLC (tax and management consulting) and Embark Insurance Services, LLC (insurance brokerage).
Employment History
Current Registrations
Embark Wealth Management, LLC
State Registrations4 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.
Exams
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