MILE Wealth Management manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. For clients with over $600,000 in assets under management, financial planning is included with investment management.
Assets Under Management$110M
Clients63
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
The minimum annual fee is $4,800.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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