Alan Pershing is a registered investment advisor at Milestone Asset Management, LLC, based in Pittsburgh, PA, with 10 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,359 clients with $690M 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 $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.75% |
These fees are for internally managed models. Sub-advised models have higher fees: Up to $750,000: 1.75%, $750,000 – $1,500,000: 1.50%, $1,500,000 – $3,000,000: 1.25%, Additional Amounts Over $3 million: 1.00%. Fees are negotiable.
Fee Estimator
Location
8150 Perry Highway Suite 208, Pittsburgh, PA, 15237
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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 →Other Business ActivitiesSells Insurance
Alan is a financial consultant at West Financial Group Inc. and solicits insurance business, including life, disability, long-term care, and health insurance, dedicating about a quarter of his time to this. He also spends about a quarter of his time servicing clients of Brookstone Capital Management and is dually registered as a Registered Investment Advisor with Milestone Asset Management.
Employment History
Current Registrations
Milestone Asset Management, LLC
Brookstone Capital Management LLC
Previous Registrations
Milestone Asset Management, LLC
PNC Investments
Morgan Stanley Smith Barney LLC
State Registrations1 state
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