Cortney Milner is a registered investment advisor at Veery Capital, LLC, based in West Chester, PA, with 18 years of industry experience. Cortney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 314 clients with $970M 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 | 1.15% |
| $1.0M - $2.0M | 0.81% |
| $2.0M - $3.0M | 0.56% |
| $3.0M - $4.0M | 0.39% |
| $4.0M - $5.0M | 0.26% |
| $5.0M - $10.0M | 0.17% |
| $10.0M - $15.0M | 0.11% |
| $15M+ | 0.07% |
Fees are negotiable. Clients using Charles Schwab as custodian are subject to an additional platform fee ranging from 0.00% to 0.20%.
Fee Estimator
Location
24 W Market Street, West Chester, PA, 19382
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 Activities
Cortney owns Building of West Chester, LLC and KCAMC, both real estate businesses, since February 2025. She handles the accounting and bookkeeping for both, dedicating minimal time to each.
Employment History
Current Registrations
Veery Capital, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, 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.
Exams
More Advisors
- Kathleen Simolike, CFPVeery Capital, LLC
- Matthew Macneal, CFPVeery Capital, LLC
- Sarah Shaw, CFPVeery Capital, LLC
- David Benfer, CFPVeery Capital, LLC
- Clinton Smedley, CFPCetera Investment Advisers LLC
- Carter Lee, CFALenape Investments, LLC