Mark Milton is a registered investment advisor at Armory Oak Wealth LLC, based in Saint Louis, MO, with 4 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
11004 Manchester Road, Saint Louis, MO, 63122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mark is the Founder, Managing Attorney, and Sole Member of MCM Law LLC, a law firm specializing in tax and estate planning, taking nearly full-time. He is also involved in real estate, a non-profit, a professional association, and a private club.
Employment History
Current Registrations
Armory Oak Wealth LLC
State Registrations2 states
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