Thomas Brian Hayes

Milestone Asset Management, LLC

23 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate Planning

Milestone Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,211 clients

Average Client Portfolio

$451K average

Assets Under Management

$546.3M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $750K	0.01%
$750K - $1.5M	0.01%
$1.5M - $3.0M	0.01%
$3M+	0.01%

Fees are negotiable within the fee schedule.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

1825 Dogwood Court, Kokomo, IN, 46902

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

February 2000

Final

Employment Separation After Allegations

September 1998

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Thomas provides insurance sales and advice through Hayes Advisory Group, dedicating nearly full-time hours to this activity. He also serves as an IAR for Milestone Asset Management and Brookstone Capital Management, spending about a quarter of his time on each. Thomas is also a board member for Prepare Institute, teaching retirement classes about 10-20% of his time.