CFP · PFS
CFP · PFS
Areas of Practice
Financial Planning & CoachingRetirement PlanningEducation PlanningInsurance PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
442 clients
Average Client Portfolio
$619K average
Assets Under Management
$273.7M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Milad Taghehchian
Location
800 W 5th St Unit 100-B, Austin, TX, 78703
Get directionsHistory
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 Activities
Milad is the 100% owner of Xylem Finance LLC, a tax preparation business, and Menna Properties LLC, which owns property. He also has a management company called Westgate First for several family properties.
Employment History
Current Registrations
Pioneer Wealth Management Group
January 2009 - Present · 17 yrs 1 mo
Previous Registrations
Pioneer Wealth Management Group, INC
February 2005 - December 2008 · 3 yrs 10 mos
American Express Financial Advisors, INC.
August 2002 - November 2004 · 2 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Contact
Milad Taghehchian