Millington Financial Advisors (MFA) offers investment management, financial planning, tax planning, and estate planning services. MFA manages portfolios for individuals, high-net-worth individuals, families, estates, corporations, retirement plans, trusts, and foundations. MFA primarily invests in equities, debt securities, mutual funds, and exchange-traded funds. Clients can impose reasonable restrictions on investments. MFA may recommend margin for non-investment needs. Estate planning is facilitated through a partnership with Vanilla.
Fee Structure
Millington Financial Advisors charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.00%. The fee is calculated quarterly, in advance, based on the value of your portfolio on the last business day of the previous quarter. Fees are negotiable. You can end investment management services at any time and receive a refund of any unearned fees.