Daniel Milks is a CFP-designated registered investment advisor at Fiduciary Organization, LLC, based in Greenville, SC, with 10 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 6 more. Their firm serves 79 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FIDO charges an annual fee of 1.50% of the value of your investments. This fee is paid monthly, quarterly, or annually. If FIDO uses an outside manager, the combined fee will not exceed 2% of your investments. FIDO may use either a blended or breakpoint fee schedule, and the blended fee schedule may result in higher fees.
Contact
Daniel Milks
Location
217 West Stone Ave, Greenville, SC, 29609
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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 →Employment History
Current Registrations
Fiduciary Organization, LLC
Previous Registrations
Oneascent Financial Services LLC
Woodmark Wealth Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations3 states
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