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Elizabeth Millet

12 Years of Experience
Jackson, WY

Elizabeth Millet is a registered investment advisor at Income Focus Portfolio Management, based in Jackson, WY, with 12 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 306 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
306 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$362.5M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.36%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1110 Maple Way, Jackson, WY, 83001

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Income Focus Portfolio Management
December 2013 - Present · 12 yrs 4 mos
State Registrations1 state
WY
Advisor

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Exams
No exam information available for this advisor.