Richard Lopresti
Richard Lopresti is a CFP-designated registered investment advisor at Milestone Asset Management Group, LLC, based in Avon, CT, with 20 years of industry experience. Richard 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
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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
Milestone Asset Management Group, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Bakeravenue
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Wachovia Securities, LLCBroker
E*trade Securities LLCBroker
State Registrations1 state
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