Steven Milligan is a CFP-designated registered investment advisor at Advisory Alpha, LLC, based in Norfolk, VA, with 17 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 13,126 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory Alpha charges a percentage of your portfolio each year, ranging from 0.10% to 1.70%, depending on the services provided. The fees are negotiable depending on your needs and the complexity of your situation. Fees are generally paid quarterly. Some investment advisor representatives may choose to include a minimum annual fee as a condition for starting and maintaining a relationship.
Location
5005 Colley Ave, Norfolk, VA, 23508
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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
Steven is the owner/CEO of Ideas by Mike, LLC, an insurance agency and health coaching business, dedicating about a third of his time to it. He also provides sales coaching to a technology company, owns real estate, and is an adjunct lecturer at Old Dominion University.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
Jb Wealth Advisors LLC
Simplicity Wealth
LPL Financial LLC
LPL Financial LLCBroker
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Retirement Wealth Advisors, INC.
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Metlife Securities INC.
Metlife Securities INC.Broker
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.