The Millstone Evans Group, LLC logo

The Millstone Evans Group, LLC

Updated today

Total assets under management

$777,932,541

Total clients

601

33% high-net worth

Total advisors

8

of 13 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

75

Average account size

$1,294,397

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops Blogs and podcasts

Fee options

Fixed

Flat fees negotiated for standalone financial planning services, generally up to $4,000 maximum

Percentage

$0+: Negotiable up to 2.00% $0+: Sub-Advisory Wrap Program: 0.20% - 0.60% of total fee charged by third-party manager

Project-based

Hourly rate negotiated at time of engagement for standalone financial planning/consulting

Other

Fee-only: Flat fee or hourly rate for standalone financial planning, generally up to $4,000 maximum

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

The Millstone Evans Group, LLC

4940 Pearl East Circle, Suite 302

Boulder CO 80301, United States

Number of offices

3

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