Milinovich & Co. is a fee-only financial advisory firm offering investment and financial planning services. They create client profiles to make recommendations based on individual needs, risk tolerance, and investment goals. They invest client funds primarily in mutual funds, exchange traded funds, CDs, and bonds, emphasizing asset allocation and long-term investment strategies. They also offer income tax and retirement planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
For clients who hold fixed assets in excess of 33% of the value of any account, a lesser annual fee of 0.50% will be charged on these fixed assets. The above fee rates may be negotiated in some circumstances based upon the cumulative asset value in multiple accounts of the same immediate family. The minimum advisory fee is $150 per quarter; therefore, portfolios with less than approximately $60,000 will incur a fee that is greater than 1.00% on an annualized basis. This fee is negotiable if it appears the amount of assets under management will increase in the future to more than the minimum quarterly fee.