Miles Whitlock
Advisor at J.M. Arbour, LLC
Updated today
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
J.M. Arbour, LLC
Location
Gardiner, ME 04345
Credentials
ChFC®, Series 65
Industry experience
9 years
About
Miles Whitlock is a financial advisor with J.M. Arbour, LLC, holding the ChFC® designation and Series 65 license, and has nine years of industry experience. He previously worked at Foundations Investment Advisors, LLC for six years and has operated as an independent agent with Combined Benefits United since 2016. J.M. Arbour, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm manages client portfolios primarily through sub-advisers and third-party model providers and serves as the investment manager for series-structured private funds.
Expertise
Based on J.M. Arbour, LLC
Retirement income strategy
General tax planning
Annuities
College savings (529s, UTMA, etc.)
Wealth management
Fee options
Fixed fee up to $5,000 for financial planning services
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000+: Negotiable
Commission-based compensation for insurance products sold by dually licensed Associated Persons
Up to $400 per hour for financial planning services
Carried interest distribution for Fund investments; performance fees can exceed 3.00% of assets under management
$50 annual administrative and technology fee for all accounts (managed and non-managed) included in portfolio management systems
Fee-only: Financial Planning: up to $400/hour or fixed fee up to $5,000
Location
1 Brunswick Avenue
Gardiner, ME 04345
Most active in
Miles W has reported serving >5 clients in these states in the last 12 months.
Maine
Work history
J.M. Arbour, LLC
2022 - Present (4 years)
Foundations Investment Advisors, LLC
2016 - 2022 (6 years)
Independent Agent - Combined Benefits United
2016 - Present (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Craig S
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Maine Center for Wealth Management, LLC
John D
Series 63, Series 65
Manchester, ME
Kelly & Associates, LLC
Jac A
CFP®, ChFC®, Series 65
Gardiner, ME
J.M. Arbour, LLC
Nicholas S
Series 65
Gardiner, ME
J.M. Arbour, LLC
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