Louis Milano
Louis Milano is a registered investment advisor at Smartx Advisory Solutions, based in West Palm Beach, FL, with 42 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 51 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SMArtX Advisory Solutions does not directly manage investments for individual investors. Instead, it provides a platform for financial advisors to manage their clients' money. SMArtX charges the advisor a platform fee, which typically ranges from 0.05% to 0.70% per year, based on the value of the assets in the account. There is also a Model Fee, ranging from 0.00% to 2.00% annually, which is paid to the Model Manager. SMArtX retains a portion of the Model Fee for administering the Model, ranging between 0.00% and 0.50% per annum.
Location
105 S. Narcissus Avenue, Suite 701, West Palm Beach, FL, 33401
Get directionsHistory
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
Smartx Advisory Solutions
Hedgeco Securities, LLCBroker
Hedgeco Securities, LLC
Previous Registrations
Smartx Advisory Solutions
Cabot Lodge Securities LLCBroker
Natixis Securities Americas LLCBroker
Natixis Securities North America INC.Broker
Kbc Securities INC.Broker
Caisse Des Depots Securities INC.Broker
Daiwa Securities America INC.Broker
Newbridge Securities INC.Broker
Redstone Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Tma Government Securities, LTD.Broker
Laidlaw Ansbacher IncorporatedBroker
Prudential-Bache Securities INC.Broker
Securities Settlement CorporationBroker
Thomson Mckinnon Securities INC.Broker
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.