Adam Kalender
Adam Kalender is a CFP-designated registered investment advisor at Milestone Asset Management Group, LLC, based in Pearl River, NY, with 28 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 214 clients with $310M 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 $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
Location
1 Blue Hill Plaza, Suite #1509, Pearl River, NY, 10965
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Adam works as a broker for property and casualty insurance through his sole proprietorship, dedicating minimal time. He also brokers life, disability, long-term care, and medical insurance through American Business Inc., spending about a quarter of his time on this activity. Finally, Adam is an instructor for adult education retirement planning workshops, dedicating minimal time.
Employment History
Current Registrations
Milestone Asset Management Group, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Royal Alliance Associates, INC.
Madison Advisory Services, INC.
Royal Alliance Associates, INC.Broker
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.