A complete list of active advisors currently associated with Miotto, Jordan Philip

Warmer can help you find a great advisor at Miotto, Jordan Philip or one who fits your needs even better.

The firm provides one-time financial planning and portfolio review services to individuals, trusts, and estates, offering a written report with asset-allocation and investment recommendations. Although categorized as an investment manager, the firm does not provide ongoing account management and reports $0 in assets under management. The firm’s analyses employ a top-down approach with fundamental and asset-allocation analysis, emphasizing strategic asset allocation and broad-based, liquid instruments such as ETFs and mutual funds. Services are non-discretionary: the adviser delivers recommendations and the client retains responsibility for implementing trades and selecting custodians. Notably, the firm does not use percentage-of-assets-under-management fees—a billing approach that is common among peers—but instead charges a one-time flat fee for the engagement and does not accept commissions or third-party compensation. The sole proprietor maintains a full-time outside occupation and the firm does not take custody of client assets, which differentiates its operating model from many firms in the investment-manager category.

To learn more about the advisors currently working at Miotto, Jordan Philip, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.