Milos Janicic
Milos Janicic is a registered investment advisor at A&m Private Wealth Partners, LLC, based in West Palm Beach, FL, with 3 years of industry experience. Milos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 12 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A&M Private Wealth Partners' investment and wealth management fees are based on the amount of assets they manage, including assets bought on margin and cash. The maximum annual advisory fee is generally 1% of the assets under management. Fees can be tiered and based on aggregated client assets. Fees for third-party asset managers are separate and in addition to A&M Private Wealth Partners' fees.
Location
300 Banyan Blvd, 10th Floor, West Palm Beach, FL, 33401
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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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Milos is a guest lecturer at Grenoble Ecole de Management in Paris, France, teaching a week-long Python programming course. This takes about 10-20% of his time outside of securities trading hours.
Employment History
Current Registrations
A&m Private Wealth Partners, LLC
Previous Registrations
Citigroup Global Markets INC.
Citi Global Advisory, LLC
Citigroup Global Markets INC.Broker
Citi Private Alternatives, LLCBroker
State Registrations1 state
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.