About MILINOVICH & CO., INC.
MILINOVICH & CO., INC. is a well-respected financial firm that provides expert advice to clients on a variety of financial matters. With a team of experienced professionals and a commitment to delivering quality service, MILINOVICH & CO., INC. is a trusted partner for individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice
- Offers a range of financial services
- Serves a variety of clients
- Has a strong track record of success
Facts and Insights
MILINOVICH & CO., INC. has been in business for over 20 years, providing clients with reliable and knowledgeable financial guidance. They have a team of 10 experienced advisors who are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types
- Individuals
- High net worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation
MILINOVICH & CO., INC. offers a fee-only structure, meaning they are not paid based on commissions or product sales. This allows them to act in the best interest of their clients without any conflicts of interest.
Background
MILINOVICH & CO., INC. was founded by John Milinovich, a seasoned financial advisor with over 30 years of experience in the industry. He is a Certified Financial Planner (CFP) and a Registered Investment Adviser (RIA), demonstrating his commitment to upholding the highest standards of professionalism and ethical conduct.
Financial Advisor Disclosures to Know
- MILINOVICH & CO., INC. has a clean regulatory record with no disciplinary actions taken against them.
- The firm is registered with the Securities and Exchange Commission (SEC) and is required to adhere to strict compliance regulations.
- The firm’s advisors have a fiduciary duty to act in the best interest of their clients at all times.