How does the advisor help clients – Key Takeaways:
MILLSTEIN ADVISORS, LLC is a financial advisory firm that specializes in providing expert financial advice to a diverse range of clients. Their team of financial experts have a wealth of knowledge and experience in helping clients achieve their financial goals.
Facts and Insights
MILLSTEIN ADVISORS, LLC was established in 2008 and has been providing top-notch financial services to individuals and businesses ever since. They have over 50 advisors and manage assets worth over $200 million.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 50+ | Founded in 2008 |
Financial Services Offered
MILLSTEIN ADVISORS, LLC offers a wide range of financial services to cater to their clients’ needs, including investment management, retirement planning, tax planning, insurance planning, and more. Their team of experts work closely with each client to create a personalized financial plan that aligns with their goals and objectives.
Client Types
MILLSTEIN ADVISORS, LLC serves a diverse client base, including high net worth individuals, small business owners, and corporate clients. They also work with clients from various industries, such as healthcare, technology, and finance.
Fees & Compensation
MILLSTEIN ADVISORS, LLC charges a fee based on a percentage of assets under management, which ensures that their interests are aligned with their clients’. They also offer a comprehensive fee-only model, where they do not receive any commission or compensation from third parties, ensuring transparency and objectivity in their advice.
Background
The team at MILLSTEIN ADVISORS, LLC has a combined experience of over 100 years in the financial industry. They are well-versed in the latest market trends and regulations, and continuously stay updated to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
As a financial advisor, MILLSTEIN ADVISORS, LLC is committed to operating with integrity and transparency. They have no disciplinary actions, legal or regulatory events, ensuring that their clients can trust them with their financial decisions.