Mills Barrington Advisors offers investment advisory services to individuals, trusts, and businesses. They work with clients to identify investment goals, risk tolerance, and financial situations to determine an appropriate portfolio, primarily using low-cost, diversified mutual funds and exchange-traded funds. From time to time, the Advisor may also utilize individual stocks and bonds to meet the needs of its Clients.
Assets Under Management$12M
Clients30
Advisors1
Avg. per Client$410K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The Investment Advisory fee is negotiable based upon Client and Advisor expectations of service for the Client account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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