John Antrobus
Advisor at Milestone Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Milestone Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Washington, IL
Credentials
Series 63, Series 65
Industry experience
28 years
John Antrobus is a financial advisor with Milestone Advisory Group, LLC, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His prior work includes roles at Cambridge Investment Research and Miles Franklin, LTD. He also operates as an independent insurance agent and is involved in precious metal solicitation. Milestone Advisory Group is an independent registered investment adviser managing approximately $18.3 million for about 137 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan services, utilizing fundamental analysis and a range of implementation strategies including third-party managers and derivatives.
Based on Milestone Advisory Group, LLC
Based on Milestone Advisory Group, LLC
Financial planning flat fees, negotiable, max $4,500 for single consultation
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% Over $2,000,001+: Negotiable
Fee-only: Financial planning fixed fees up to $4,500 for single consultation; ongoing consultations up to $6,000 annually
Washington, IL
Illinois · Texas
Miles Franklin, LTD
2021 - Present (5 years)
Milestone Advisory Group, LLC
2020 - Present (6 years)
John Antrobus, Sole Proprietor
2010 - Present (16 years)
CAMBRIDGE INVESTMENT RESEARCH Advisors, INC
2010 - 2020 (10 years)
Cambridge Investment research, Inc
2010 - 2020 (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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