The Millstone Evans Group, LLC

The Millstone Evans Group, LLC is a registered investment adviser established in March 2020, offering discretionary and non-discretionary portfolio management and financial planning services. The firm's principal owners are Ms. Sacha Millstone and Mr. Gregory Evans. They provide investment management services through the Millstone Evans Wrap Program, offering discretionary investment management services for a specified annual fee, inclusive of trade execution, custody, reporting, and investment management fees. The annual Program fee ranges up to 1.25% of assets placed into the Program. Clients have the option to engage the Adviser on a non-wrap fee basis, with fees based on a percentage of assets under management, generally up to 1.25%. The Adviser acts as the portfolio manager for the Program, providing ongoing monitoring and review of account performance. Clients can impose restrictions on the Adviser's services and are encouraged to communicate any changes in their financial situation or investment objectives. The firm also offers financial planning and consulting services, with fees inclusive of the advisory fee. Clients have access to the Adviser's investment professionals to discuss their accounts. The Adviser may recommend allocating assets among unaffiliated independent investment managers based on client objectives. Clients can participate in managed programs through Raymond James & Associates, Inc., such as the Freedom Program and the Raymond James Trust Program. The firm emphasizes the importance of ongoing financial planning and provides services on a non-wrap fee basis as well.