Milestone Financial Advisors provides investment advice and financial planning services. They work with clients to understand their goals, risk tolerance, and objectives to create a suitable portfolio allocation. Milestone may use individual stocks, bonds, exchange-traded funds, and mutual funds. They also offer financial planning services, including investment planning, retirement planning, education planning, and financial position analysis. Milestone acts as a fiduciary, prioritizing client interests and customizing portfolios based on individual objectives.
Assets Under Management$70M
Clients133
Advisors1
Avg. per Client$530K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable in special circumstances. A minimum annual fee for financial planning and/or asset management service is $2,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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