Advisor at Ocala Capital, 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.
Firm
Ocala Capital, LLC
Location
Ocala, FL 34470
Credentials
Series 63, Series 66
Industry experience
37 years
Michael Milne is a financial advisor with Ocala Capital, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Ocala Capital since 2004. In addition to advisory services, Milne is also licensed to sell insurance products, spending a significant portion of his time on this activity. Ocala Capital serves individual and high-net-worth clients, estates, charities, and business entities, offering personalized financial planning, discretionary portfolio management, and qualified plan consulting. The firm’s investment approach combines fundamental and technical analysis with client-specific policy documentation and periodic reviews, and includes the use of non-traded REITs and other strategies.
Based on Ocala Capital, LLC
Based on Ocala Capital, LLC
Fixed fees for financial planning services ranging from $25 to $1,200 depending on service; Qualified plan consulting services flat fee $200 per year
$0+: up to 1.75% annually for discretionary asset management $0+: up to 1.0% annually for REITs (charged quarterly in arrears)
Sale of fixed insurance products, annuities, and other commissioned products (commissions disclosed as conflicts of interest)
Negotiable hourly rate approximately $150 per hour
Fee-only: Financial planning and consulting charged on a negotiable hourly rate of $150 and fixed fees ranging approximately from $25 to $1,200 depending on service
1396 Ne 20 Th Ave. Suite 600
Ocala, FL 34470
Florida
Ocala Capital, LLC
2015 - Present (11 years)
Ocala Capital, LLC
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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Ocala Capital, LLC
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