The Millstone Evans Group offers investment management and financial planning services to individuals, high net worth individuals, trusts, and charitable organizations. The firm develops a financial outline and investment plan for each client based on their financial circumstances, goals, and risk tolerance. They provide both discretionary and non-discretionary investment advisory services, and may recommend wrap fee programs. Financial planning services cover areas like estate planning, risk management, retirement planning, and insurance analysis.
Assets Under Management$780M
Clients625
Advisors6
Avg. per Client$1.2M
Avg. per Advisor$130M
www.millstoneevansgroup.com ·www.youtube.com/@themillstoneevansgroup ·www.linkedin.com/company/the-millstone-evans-gr...
Fee Structure
Planning is included in investment management (also available separately)
The Millstone Evans Group manages investment portfolios for clients through several options:
- Independent Clearing Account (ICA): The firm manages these accounts on a discretionary or non-discretionary basis, investing in mutual funds, stocks, bonds, and ETFs.
- Wrap Programs: The firm recommends wrap fee programs, which bundle advisory, brokerage, custodial, and administrative services for an all-inclusive fee. These include the Millstone Evans Wrap Program and the Sub-Advisory Wrap Program (where a third-party manager manages the portfolio).
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