Milestone Asset Management Group manages investment portfolios and provides financial planning services. They get to know clients through consultations and questionnaires to understand their financial needs and risk tolerance. Milestone then develops a personalized investment policy and manages the portfolio accordingly. They also offer investment advisory services through Betterment, LLC.
Assets Under Management$310M
Clients214
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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