MILINOVICH & CO., INC

Overview

Milinovich & Co, Inc. is an independent, privately owned advisory firm focused on individuals, families and small businesses. The firm combines financial planning with discretionary portfolio management, charging a mix of percentage-of-AUM fees and hourly advisory fees. Investment practice centers on public funds and mutual funds as core building blocks for client portfolios, with additional exposure to real estate through external managers. Milinovich & Co, Inc. does not operate as a capital allocator or a multi-state adviser and does not market ESG-focused strategies. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.

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