Milne Financial Planning provides financial planning, consultation, and investment supervisory services. They act as a fiduciary, meaning they are legally required to act in your best interest. Services can be general or focused on specific areas of interest. They offer both one-time and ongoing services, with ongoing services including investment management.
Assets Under Management$97M
Clients87
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$97M
www.milnefeeonly.com ·www.linkedin.com/company/milne-financial-planning ·www.facebook.com/milnefeeonly
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Milne Financial Planning's ongoing services include investment management. The annual fee for managing your investments will not exceed 2% of the value of your portfolio. This fee is negotiable and agreed upon in advance. The fee is charged quarterly in advance. Some investments may earn less than the fee being paid.
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