Milborn Advisors offers portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services cover investments, insurance, taxes, retirement, college, and debt. Milborn generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs. The firm's principals are also licensed insurance agents, which presents a conflict of interest.
Assets Under Management$88M
Clients180
Advisors2
Avg. per Client$490K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The advisory fee is negotiable. Mark John Melby Hoffman and Drew Ashland are independent licensed insurance agents, and from time to time, will offer clients advice or products from those activities.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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