Matthew Milito
Matthew Milito is a registered investment advisor at Nations Financial Group, INC., based in Littleton, CO, with 8 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,401 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nations Financial Group (NFGI) offers investment management services where fees are calculated as a percentage of the assets managed. These fees can vary depending on the specific advisor, client location, the types of investments, and the size of the account.
For individual portfolio management, pension consulting, and third-party manager programs, fees can be as high as 2.25% for discretionary and non-discretionary accounts. For all-inclusive wrap accounts, where transaction costs are included, fees can be up to 2.50%. For NFGI's 401k portfolios, fees range from 0.10% to 0.30%. NFGI Portfolios may have fees range up to a maximum of 1.50%.
Location
5656 S Sycamore St, Littleton, CO, 80120
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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.
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Matthew owns Milito Planning and Investments, Inc. and Wilbanks Wealth Management Group, Inc., both DBAs offering investment and advisory services, spending minimal time on Milito Planning and Investments and no time on Wilbanks Wealth Management Group. Matthew also owns Milito Tangible Assets, selling antiques and collectibles, dedicating minimal time to managerial, accounting, and planning duties.
Employment History
Current Registrations
Nations Financial Group, INC.Broker
Nations Financial Group, INC.
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations31 states
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