Ervin Millwood is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Raleigh, NC, with 19 years of industry experience. Ervin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
4270 the Circle at North Hills Street, Suite 200, Raleigh, NC, 27609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ervin is an instruction assistant at Gypsy Divers, LLC, providing scuba instruction for a few hours per week. He also works full-time as a registered investment advisor at Guardian Wealth Advisors, LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Guardian Wealth Advisors, LLC
Previous Registrations
Aptus Capital Advisors, LLC
Triad Advisors LLCBroker
Moloney Securities CO., INC.Broker
Cw Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.