Joseph
Milburn

Biechele Royce Advisors, Inc

CRD#5555577
Investment Advisor
in Fishers, IN

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About this Advisor

Joseph Milburn is a financial advisor based in Fishers, Indiana with a total of 13 years of relevant experience. Milburn is on the advisory team at Biechele Royce Advisors, Inc. They have been with Biechele Royce Advisors, Inc for their complete career. Milburn maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Kentucky. Biechele Royce Advisors, Inc is a financial advisory business that has its headquarters in Fishers, IN. It has $599 million in assets between its 537 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 537 customer accounts, 29% belong to high-net-worth investors who have at least $1 million in assets. Biechele Royce Advisors, Inc offers a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules vary depending on the type of financial services. Fees charged by Biechele Royce Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

11634 Maple Street, Suite 300
Fishers, IN 46038

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Biechele Royce Advisors, Inc Brokerage Details

Total Assets Under Management

$598,618,836

IN Average: $1,347,246,178
Total Number of Employees

8

IN Average: 46
Total Number of Accounts

537

IN Average: 1,775
Average Account Size

$1,114,746

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Joseph Milburn Work History

Joseph has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Biechele Royce Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Milburn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Biechele Royce Advisors, Inc

Matthew Sanchez
Fishers, IN
Carlos Sanchez
Fishers, IN
Andrew Schuler
Fishers, IN
Rachel Rhiver
Fishers, IN
Joseph Milburn
Fishers, IN
Stephen Allen
Lexington, KY
Thomas Barrett
Fishers, IN
George Sparks
Fishers, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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