The Millstone Evans Group, Llc
Boulder, Colorado
5.0
1 Review
The Millstone Evans Group, LLC is a trusted investment advisory firm located in Boulder, CO. With a dedicated team of 11 professionals, including 9 experienced investment advisors, the firm is committed to delivering top-notch financial services. Each investment advisor at The Millstone Evans Group manages an average of $46,800,000 in assets under management, which aligns with industry standards. Their compensation structure is diverse, offering various options such as a percentage of assets under management, ensuring flexibility and customized solutions for their clientele. With over 420 individual clients, The Millstone Evans G...
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Assets Under Mgmt

$623.15M

Investment Professionals

9

Locations

1

% 401K & Individual

22%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Other: BLOGS AND PODCASTS
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