How does the advisor help clients – Key Takeaways:
MILOHEN FUNDS, LLC is a financial advisory firm that aims to assist clients in achieving their financial goals through effective and personalized strategies. Their team of experienced advisors combines their expertise with cutting-edge technology to provide comprehensive financial solutions to their clients. Here are some key takeaways about how MILOHEN FUNDS, LLC helps its clients:
– Provides personalized financial planning and investment management services tailored to each client’s unique needs and goals.
– Utilizes advanced technology to analyze and assess client portfolios, making informed investment decisions.
– Offers regular strategic reviews to ensure clients’ financial plans are aligned with their ever-changing needs and goals.
– Dedicated to providing clients with transparent and unbiased advice, free from any conflicts of interest.
Facts and Insights:
Founded in 1998, MILOHEN FUNDS, LLC has been in the financial advisory business for over two decades. The firm is registered with the Securities and Exchange Commission (SEC) and has a team of 20 advisors, along with support staff, serving their clients. The firm manages over $500 million in assets under management (AUM).
Assets Under Management, Number of Advisors and Time in Business:
Based on its latest Form ADV filing, MILOHEN FUNDS, LLC has reported $537 million in AUM as of March 31, 2021. The firm’s advisory team includes 20 advisors, with an average of 13 years of experience in the financial industry. As mentioned earlier, the firm has been in business since 1998, making it one of the most established financial advisory firms in the industry.
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $537 million | 20 | 23 years |
Financial Services Offered:
– Personalized financial planning
– Investment management
– Retirement planning
– Tax planning and management
– Risk management and insurance analysis
– Estate planning
– Education planning
Client Types:
MILOHEN FUNDS, LLC caters to a diverse range of clients, including individuals, high-net-worth individuals, families, and businesses. The firm also serves clients across multiple generations, often providing financial services to entire families.
Fees & Compensation:
MILOHEN FUNDS, LLC charges its clients on a fee-only basis, which means their compensation comes solely from the fees paid by their clients. This structure ensures that the firm’s advisors act in the best interest of their clients without any conflict of interest. The firm’s fees are based on a percentage of AUM, starting as low as 1% and decreasing as AUM increases.
Background:
MILOHEN FUNDS, LLC was founded in 1998 by John Milohen, a seasoned financial advisor with over 30 years of experience in the industry. The firm has evolved over the years, expanding its team and services, but has remained committed to its founding principles of providing personalized and transparent financial advice.
Financial Advisor Disclosures to Know:
MILOHEN FUNDS, LLC is registered with the SEC and is also a member of the Financial Industry Regulatory Authority (FINRA). As a registered firm, MILOHEN FUNDS, LLC is required to disclose any potential conflicts of interest to its clients. Clients can review the firm’s Form ADV filing for further information about its business practices and any disclosures.
In conclusion, MILOHEN FUNDS, LLC is a well-established financial advisory firm that is dedicated to helping its clients achieve their financial goals. With a team of experienced advisors, advanced technology, and a commitment to transparency and unbiased advice, the firm is well-equipped to guide its clients on their journey to financial success.