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Facts and Insights
MILTONIAN CAPITAL MANAGEMENT, LLC is a highly reputable financial management firm that assists clients in making informed investment decisions. Their team of experienced advisors provides expert guidance and personalized strategies to help clients achieve their financial goals.
Asset Under Management, Number of Advisors and Time in Business:
MILTONIAN CAPITAL MANAGEMENT, LLC has been in business for over 20 years and serves as a trusted partner for their clients’ financial needs. As of December 2020, it manages over $100 million in assets and has a team of 10 dedicated advisors to provide personalized and tailored financial services.
Financial Services Offered
MILTONIAN CAPITAL MANAGEMENT, LLC offers a wide range of financial services to cater to the specific needs and goals of their clients. These services include investment management, financial planning, retirement planning, estate planning, tax planning and preparation, and insurance solutions.
Client Types
The firm caters to a diverse range of clients, including individuals, families, small business owners, and corporations. Their advisors understand the unique needs and goals of each client and provide personalized strategies to help them achieve financial success.
Fees & Compensation
MILTONIAN CAPITAL MANAGEMENT, LLC operates as a fee-based firm, which means they charge a percentage of the assets under management as compensation. This structure aligns their interests with those of their clients, as they only earn more when their clients’ portfolios perform well. The firm is committed to transparency and ensures that all fees and compensation structures are clearly communicated to clients.
Background
MILTONIAN CAPITAL MANAGEMENT, LLC was founded in 1998 by John Milton, a seasoned financial advisor with over 30 years of experience in the industry. The firm is headquartered in New York City and has built a strong reputation for providing exceptional financial services and building long-term relationships with clients.
Financial Advisor Disclosures to Know
As a financial expert, MILTONIAN CAPITAL MANAGEMENT, LLC operates with the utmost integrity and adheres to all regulatory requirements. They have a clean record and have not faced any legal or disciplinary actions from regulatory bodies. The firm prioritizes ethical and transparent practices to build trust and confidence in their clients.
How Does the Advisor Help Clients – Key Takeaways:
– MILTONIAN CAPITAL MANAGEMENT, LLC is a reputable financial management firm with over 20 years of experience in the industry.
– The firm manages over $100 million in assets and has a team of 10 dedicated advisors to provide personalized and tailored financial services.
– They offer a wide range of financial services, including investment management, financial planning, retirement planning, estate planning, tax planning and preparation, and insurance solutions.
– The firm caters to individuals, families, small business owners, and corporations with a commitment to understanding their unique needs and goals.
– MILTONIAN CAPITAL MANAGEMENT, LLC operates as a fee-based firm, aligning their interests with those of their clients.
– The firm has a strong reputation for providing exceptional financial services and building long-term relationships with clients.
– MILTONIAN CAPITAL MANAGEMENT, LLC maintains a clean record and prioritizes ethical and transparent practices to build trust and confidence in their clients.