Ellen Binen-Milbrod Financial Services L.L.C.
Ellen Binen-Milbrod Financial Services L.L.C. is a financial services company founded by Ellen Binen-Milbrod, a highly experienced and knowledgeable financial expert. She has been in the industry for over 20 years, providing her clients with expert advice and guidance to help them achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Expert financial advice and guidance
- Personalized financial planning and strategies
- In-depth knowledge of various financial markets and products
- Dedicated and personal approach to each client
- Goal-oriented and long-term financial planning
Facts and Insights
Ellen Binen-Milbrod Financial Services L.L.C. has been in business for over two decades, establishing a strong reputation for providing high-quality financial services to clients. The company has also built a strong network of partners and experts in the industry, enabling them to offer a wide range of financial services and insights to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 20+ years |
Financial Services Offered
Ellen Binen-Milbrod Financial Services L.L.C. offers a comprehensive range of financial services to clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
The company primarily serves high net worth individuals and families, as well as business owners and executives. The team at Ellen Binen-Milbrod Financial Services L.L.C. understands the unique needs and goals of these clients and provides tailored financial solutions to meet their specific needs.
Fees & Compensation
Ellen Binen-Milbrod Financial Services L.L.C. charges a fee-based compensation structure for their services, meaning they are paid based on a percentage of the assets under management. This fee structure aligns their interests with those of their clients, ensuring that they always have their clients’ best interests in mind.
Background
Ellen Binen-Milbrod has over 20 years of experience in the financial industry, with a strong background in investment management, estate planning, and retirement planning. She is a Certified Financial Planner (CFP) and holds a Bachelor’s degree in Finance from a reputable university.
Financial Advisor Disclosures to Know
As a registered investment advisor, Ellen Binen-Milbrod and her company are held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. This standard ensures that clients can trust that their financial advisor will always put their needs first and make the most appropriate recommendations for their financial well-being.