The Millstone Evans Group manages investment portfolios and provides personalized financial planning for individuals, families, trusts, and charitable organizations. The registered investment advisor offers both discretionary and non-discretionary portfolio management, tailoring strategies to each client's financial profile, goals, and risk tolerance. Services include investment management through independent clearing accounts and wrap fee programs, financial planning covering retirement, estate, insurance, budgeting, and socially responsible investing. The registered investment advisor specializes in working with high-net-worth individuals and utilizes various investment vehicles such as mutual funds, exchange-traded funds, individual stocks, fixed income securities, and structured notes.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are individually negotiated with each client and based on a percentage of assets under management, generally up to a maximum of 2.00%.