MA
ChFC
MA
ChFC

Michael David Ausherman

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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 ManagementAnnual Fee
Up to $750K0.01%
$750K - $1.5M0.01%
$1.5M - $3.0M0.01%
$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

20251 Century Blvd., Ste 425, Germantown, MD, 20874

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History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Michael owns Ausherman Financial Group, an insurance sales business, where he sells life and long-term care insurance, dedicating about half of his time. He is also a partner at Legacy Capital Planners, LLC, providing financial planning and income tax preparation services, spending about half his time, and significantly more time during tax season. He also provides trust processing services and college planning consultation.

Employment History
Current Registrations
Milestone Asset Management, LLC
April 2021 - Present · 4 yrs 10 mos
Brookstone Capital Management LLC
March 2008 - Present · 17 yrs 11 mos
Previous Registrations
Alphastar Capital Management, LLC
March 2021 - April 2021 · 1 mo
Milestone Asset Management, LLC
October 2020 - February 2021 · 4 mos
Alphastar Capital Management, LLC
March 2012 - January 2013 · 10 mos
State Registrations3 states
MDPATX
Advisor
Exams
No exam information available for this advisor.
Michael David Ausherman - Financial Advisor | TrueAdvisor