Casmilner Consulting LLC

Fee-Only (% of Portfolio)

CasMilner Consulting, led by Edward Milner, offers investment advisory services to individuals, focusing on constructing and managing portfolios primarily of equity securities. CMC implements strategies involving large-cap companies with a history of profitability and small- to mid-cap companies developing innovative high-technology products. Investment decisions are based on proprietary analysis methods developed from Milner's background in physics, artificial intelligence, and data analytics. Client preferences for industries or geographies are accommodated.

Assets Under Management$1.7M
Clients4
Advisors1
Avg. per Client$420K
Avg. per Advisor$1.7M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Casmilner Consulting LLC | TrueAdvisor