Terrie Austin is a CFP-designated registered investment advisor at Milestone Wealth Strategies, based in Columbus, OH, with 26 years of industry experience. Terrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 57 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.90% |
Fees are negotiable. Firm also offers investment advisory services through third-party managers with different fee schedule: $0-$100K: 1.5%, $100,001-$500K: 1.5%, $500,001-$1.5M: 1.25%, Over $1.5M: 1.0%
Fee Estimator
Location
620 East Broad Street - Suite J, Columbus, OH, 43215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Milestone Wealth Strategies
Previous Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
Morgan Stanley Dw INC.Broker
Waddell & Reed, INC.Broker
The Huntington Investment CompanyBroker
State Registrations1 state
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