Heather Proctor
Heather Proctor is a registered investment advisor at Milestones Private Investment Advisors LLC, based in Fairport, NY, with 31 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 254 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Milestones Private Investment Advisors generally charges between 0.01% and 1.00% per year of the value of your investments. The exact fee depends on factors like the size of your account, the complexity of your assets, and the amount of financial planning work needed. Fees are negotiable.
Location
375 Woodcliff Drive, Fairport, NY, 14450
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Milestones Private Investment Advisors LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
Chase Investment Services CORP.Broker
Bhcm INC.Broker
Meridian Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.