Robert Lee Milan

Tcfg Investment Advisors, LLC

26 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Tcfg Investment Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

2,344 clients

Average Client Portfolio

$245K average

Assets Under Management

$575.1M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.00%
$250K - $500K	1.75%
$500K - $1.0M	1.50%
$1M+	1.00%

Fees are negotiable on a client-by-client basis.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

116 Cleveland Ave, N.W., Ste 317, Canton, OH, 44702

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

May 2013

Customer Dispute

August 2010

Settled

Customer Dispute

March 2010

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Robert is a tax preparer for Milan & Associates LLC, dedicating minimal time to this role. He is also an Investment Advisor Representative with TCFG Investment Advisors, LLC and an insurance agent with TCFG Insurance Solutions, LLC.

Employment History

Current Registrations

Tcfg Wealth Management, LLCBroker

December 2017 - Present · 8 yrs 2 mos

Tcfg Investment Advisors, LLC

December 2017 - Present · 8 yrs 2 mos

Previous Registrations

National Planning Corporation ("npc of America" in Fl & Ny)

October 2013 - November 2017 · 4 yrs 1 mo

National Planning CorporationBroker

September 2013 - November 2017 · 4 yrs 2 mos

Ameriprise Financial Services, INC.

August 2002 - May 2013 · 10 yrs 9 mos

Ameriprise Financial Services, INC.Broker

February 1999 - May 2013 · 14 yrs 3 mos

Ids Life Insurance CompanyBroker

February 1999 - July 2006 · 7 yrs 5 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.