Ellen Binen-Milbrod Financial Services acts as a referral service, introducing clients to Krietzberg Wealth Management (a division of LPL Financial) for portfolio management. Ellen Binen-Milbrod Financial Services does not manage client portfolios directly, choose individual securities, or have continuous monitoring responsibilities for referred accounts. In addition to investment referrals, the firm holds licenses for fixed insurance products such as life insurance, disability insurance, fixed annuities, and long-term care insurance, earning commissions on insurance sales. The firm's principal is also a Certified Public Accountant through an affiliated accounting practice, though that affiliate is no longer accepting new clients.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.