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Millard & Company, Inc. (Tryon)


Millard & Company, Inc. is an adviser based in Tryon. It manages $62.43 million of regulatory assets for 324 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of North Carolina and South Carolina.

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Millard & Company provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Millard & Company: assets under management

The assets under management (AUM) of Millard & Company, Inc. is $62.43 million. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $62.06 million in discretionary accounts and $371.25 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192.74 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $185.63 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Millard & Company, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tryon

The principal office where Millard & Company, Inc. performs its advisory services is located at 22 Depot Street, Tryon, NC 28782, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-832-2821 or by fax 626-609-3333. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.low-stress-investing.com.


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