Milan Pualic is a CFA-designated registered investment advisor at Monterra Advisors, LLC, based in Orlando, FL. Milan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.40% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.25% |
There is typically a minimum annual Advisory Fee of $25,000. Qualified Clients may elect a blended arrangement that combines a reduced asset-based fee with a performance fee on net profits, typically ranging from 5% to 15%, calculated and billed annually. The advisory fee typically ranges from 0.25 % to 0.40% per annum.
Fee Estimator
Location
5301 Conroy Rd, Suite 140, Orlando, FL, 32811
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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 →Employment History
Current Registrations
Monterra Advisors, LLC
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.