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CFP
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CFP

Richard Lopresti

Milestone Asset Management Group, LLC
21 Years of Experience
Avon, CT
View SEC Summary
View SEC Summary

Richard Lopresti is a CFP-designated registered investment advisor at Milestone Asset Management Group, LLC, based in Avon, CT, with 21 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 214 clients with $310M in assets under management.

Milestone Asset Management Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
214 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$309.0M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.20%
$1.0M - $2.0M1.10%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.90%

Fees for accounts over $10,000,000 are negotiable. Betterment platform accounts are charged a separate flat rate of 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

302 West Main Street, Suite 206B, Avon, CT, 06001

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Milestone Asset Management Group, LLC
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Edward Jones
March 2018 - August 2018 · 5 mos
Edward JonesBroker
March 2018 - August 2018 · 5 mos
Bakeravenue
May 2013 - June 2016 · 3 yrs 1 mo
Waddell & Reed, INC.Broker
March 2011 - September 2011 · 6 mos
Waddell & Reed, INC.
March 2011 - September 2011 · 6 mos
Strategic Advisers, INC.
February 2006 - September 2010 · 4 yrs 7 mos
Fidelity Brokerage Services LLCBroker
November 2005 - September 2010 · 4 yrs 10 mos
Wachovia Securities, LLCBroker
March 2005 - October 2005 · 7 mos
E*trade Securities LLCBroker
May 2001 - January 2005 · 3 yrs 8 mos
State Registrations1 state
CT
Advisor

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.

Exams
No exam information available for this advisor.
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