Milinovich & Co., Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Milinovich & Co., Inc. provides fee-only investment management and financial planning services to individuals, families, small business owners, trusts, estates and other entities. The firm reports managing roughly $106 million in discretionary assets and serves about 300 client relationships.
Portfolios are typically built from mutual funds, ETFs, bonds and CDs with an emphasis on asset allocation, long-term investment horizons and investor-specific risk profiles; the adviser develops written client profiles and monitors accounts on an ongoing discretionary basis. The firm uses analytical tools such as Morningstar and Charles Schwab’s institutional platform to evaluate funds and managers, and offers modular or comprehensive planning engagements delivered in writing or electronically.
Distinctive elements include a relatively small advisory team supporting a large number of client relationships, which implies a higher client load per advisor than many peers. The firm operates as fee-only, generally recommends Charles Schwab as custodian and deducts fees under client authorization, maintains policies such as not voting proxies on managed accounts, and employs staff with professional certifications who are active in local community organizations.
Client services
Expertise
Fee options
Financial planning fees as fixed fees between $2,500 and $15,000
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%
$300/hour for financial planning services
Minimum fee: $300 per quarter (equivalent to minimum approximately $96,000 at 1.25% annually) Fee-only: Financial planning fees range from $2,500 to $15,000 (fixed fee), may be negotiated; hourly fee of $300/hour also offered
Main office
See office101 N. Woodland Ave
Waynesburg PA 15370
Advisors at this office
2
Offices (2)
Most active in
Florida · North Carolina · Pennsylvania · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jeffrey W
Series 66
Waynesburg, PA
Milinovich & Co., Inc
Jeffrey Widdup is a financial advisor at Milinovich & Co., Inc. with 23 years of industry experience. He holds a Series 66 credential and has been with Milinovich & Co., Inc. since 2010. Widdup also serves as vice president and assistant treasurer/loan officer at First Federal Savings & Loan of Greene County and teaches as adjunct faculty at Waynesburg University. Milinovich & Co., Inc. is a fee-only registered investment adviser serving individuals, families, businesses, and charitable organizations. The firm emphasizes diversified asset allocation and long-term investment horizons, managing client portfolios primarily using mutual funds, ETFs, certificates of deposit, and bonds.
Joshuah D
CFP®, Series 65
Waynesburg, PA
Milinovich & Co., Inc
Joshuah Dains is a CFP® and holds a Series 65 license with six years at Milinovich & Co., Inc. and a total of four years in the financial industry. His prior work experience includes roles at Baily Insurance, Watters Pools, Jacobs Petroleum Products, Inc., and Mylan Pharmaceuticals. Milinovich & Co., Inc. provides fee-only investment management and financial planning services to individuals, families, small business owners, trusts, estates, and other entities. The firm emphasizes asset allocation, long-term investment horizons, and investor-specific risk profiles, managing approximately $106 million in discretionary assets for about 300 clients.
Michael M
Series 65
Waynesburg, PA
Milinovich & Co., Inc
Michael Milinovich is a financial advisor at Milinovich & Co., Inc. with 11 years of industry experience and holds a Series 65 designation. He is involved in the Community Foundation of Greene County’s finance committee and volunteers on the Parents advisory council for Blueprints, a community action corporation. Milinovich & Co., Inc. provides fee-only investment management and financial planning services to individuals, families, small business owners, trusts, and estates, managing approximately $106 million in discretionary assets. The firm emphasizes asset allocation, long-term investment horizons, and investor-specific risk profiles, serving about 300 client relationships with a small advisory team.
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