Nicole Milone
Nicole Milone is a registered investment advisor at Solaris Strategic Wealth, based in Waxhaw, NC, with 11 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Solaris Strategic Wealth's investment advisory fees are a percentage of the value of your investments. The annual fee will not exceed 1.30%. This fee does not include any platform provider, sub advisor, or model manager fees. Fees are negotiable and based on the size and complexity of the account. Fees are billed monthly, based on the average daily balance of your account.
Location
Waxhaw, NC
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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
Nicole owns rental real estate and is involved with several entities, including Ohio National, The National Life Group, Money Counts Inc, and Solaris Strategic Wealth. She dedicates minimal time to real estate and trust accounts, a few hours per week to insurance activities, and nearly full-time hours to her LPL business DBAs.
Employment History
Current Registrations
Solaris Strategic Wealth
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
State Registrations12 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.