Miles Whitlock is a ChFC-designated registered investment advisor at J.M. Arbour, LLC, based in Gardiner, ME, with 9 years of industry experience. Miles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 654 clients with $150M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable for accounts over $10,000,000. Some models are subject to a separate fee charged by the model manager. These additional fees will range from 0.15% to 0.50% and will only apply to the portion of the portfolio invested in the model.
Fee Estimator
Location
1 Brunswick Avenue, Gardiner, ME, 04345
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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
Miles is an independent insurance and annuity agent with Combined Benefits United since 2016, dedicating nearly full-time hours to this role. He is also an Investment Adviser Representative with J.M Arbour, LLC since 2022, spending about half his time in this role.
Employment History
Current Registrations
J.M. Arbour, LLC
Previous Registrations
Foundations Investment Advisors LLC
State Registrations1 state
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