Milestone Asset Management offers investment advice tailored to clients' needs, including asset management and financial planning. For asset management, Milestone determines investment objectives and risk tolerance to develop a suitable strategy, monitoring portfolio performance and rebalancing as needed. Milestone may recommend sub-advisers or third-party investment advisers. Financial planning services cover cash flow, retirement, insurance, portfolio, and estate analysis. Milestone is affiliated with insurance agencies, creating a potential conflict of interest.
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.