Michael Mezheritskiy
Michael Mezheritskiy is a registered investment advisor at Milestone Asset Management Group, LLC, based in Avon, CT, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 214 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
302 West Main Street, Suite 206, Avon, CT, 06001
Get directionsHistory
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 →Other Business Activities
Michael hosts and writes for the "Fresh Perspective Planning" podcast since April 2021. He spends minimal time on this activity.
Employment History
Current Registrations
Milestone Asset Management Group, LLC
Previous Registrations
Visionary Private Wealth Management Group
LPL Financial LLC
Strategic Advisers, INC.
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.