EM
EM

Ethan James Millard

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
786 clients
Average Client Portfolio
$211K average
Assets Under Management
$165.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Teton does offer discounts to select friends, employees, and family.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

764 E Winchester St. #100, Murray, UT, 84107

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ethan hosts a podcast for KSL News Radio, dedicating a few hours per week. He also owns a dormant online retail business, Marea Sport, and spends minimal time as a licensed insurance agent with Teton Wealth Management, LLC.

Employment History
Current Registrations
Teton Wealth Group LLC
February 2021 - Present · 5 yrs
Previous Registrations
Sowell Management
November 2019 - October 2021 · 1 yr 11 mos
New Millennium Group
April 2019 - October 2019 · 6 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.