Milestone Financial Planning offers financial planning and investment management services. They create investment strategies based on client goals and manage portfolios. Milestone typically recommends low-cost mutual funds and exchange-traded funds. They also provide ongoing financial planning services, including retirement planning, tax planning, and estate planning. Milestone does not accept commissions or referral fees.
Assets Under Management$590M
Clients257
Advisors12
Avg. per Client$2.3M
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Fees may be negotiable at Milestone's discretion. Clients are subject to a minimum annual fee of $10,000, which may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
