Advisor at Millstein Advisors, 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
Millstein Advisors, LLC
Location
Santa Fe, NM
Credentials
Series 63, Series 65
Industry experience
16 years
Robert Millstein is the sole advisor at Millstein Advisors, LLC in Santa Fe, NM, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Millstein Advisors since 2009, with a period of self-employment from 2011 to 2024. Millstein Advisors, LLC provides discretionary investment management and consulting primarily to individual clients and trusts with portfolios typically ranging from $100,000 to $3 million. The firm employs the 7Twelve® asset-allocation framework, tailoring portfolios to client goals and risk tolerance, and distinguishes itself through the active use of derivatives and options-based strategies within separately managed accounts.
Based on Millstein Advisors, LLC
Negotiated fixed fees for investment management services on a project basis; commonly used for predictable monthly fees in retirement.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.60% $2,000,001+: 0.50%
Negotiable hourly fee typically $200 per hour, billed quarterly in arrears for consulting or specialized investment management services.
Account minimum: $100,000 Fee-only: Fee-only; no commissions or third-party payments accepted by the firm.
Santa Fe, NM
New Mexico · Texas
Millstein Advisors, LLC
2024 - Present (2 years)
SELF
2011 - 2024 (13 years)
Millstein Advisors, LLC
2009 - 2023 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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