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Charles Millington

2 Years of Experience
Naperville, IL

Charles Millington is a registered investment advisor at Millington Financial Advisors, LLC, based in Naperville, IL, with 2 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 171 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
171 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$224.4M

Fee Structure

Planning is included in investment management

Millington Financial Advisors charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.00%. The fee is calculated quarterly, in advance, based on the value of your portfolio on the last business day of the previous quarter. Fees are negotiable. You can end investment management services at any time and receive a refund of any unearned fees.

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Location

55 Shuman Blvd, Suite 1050, Naperville, IL, 60563

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Millington Financial Advisors, LLC
February 2024 - Present · 2 yrs 2 mos
State Registrations2 states
ILTX
Advisor

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.

Exams
No exam information available for this advisor.