Robert Millstein is a registered investment advisor at Millstein Advisors, LLC, based in Santa Fe, NM, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $9.8M in assets under 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
These fees are for the most active Investment Management Services. For portfolios managed according to 7Twelve® guidelines, the fee is 1.00% on the first $100,000, 0.70% on the next $150,000, and 0.30% on assets over $250,000. Fees may be negotiable.
Fee Estimator
Location
Santa Fe, NM
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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
Millstein Advisors, LLC
Previous Registrations
Millstein Investment Management, LLC
State Registrations2 states
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