Michael Ausherman
Michael Ausherman is a ChFC-designated registered investment advisor at Milestone Asset Management, LLC, based in Germantown, MD, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,359 clients with $690M 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 $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Rates shown are for internally managed models. Sub-advised models have higher rates starting at 1.75% up to $750K and dropping to 1.00% for amounts over $3M. Fees are negotiable based on financial complexity. Accounts also incur a $5 monthly technology fee.
Fee Estimator
Location
20251 Century Blvd., Ste 425, Germantown, MD, 20874
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
Michael owns Ausherman Financial Group, an insurance sales business, where he sells life and long-term care insurance, dedicating about half of his time. He is also a partner at Legacy Capital Planners, LLC, providing financial planning and income tax preparation services, spending about half his time, and significantly more time during tax season. He also provides trust processing services and college planning consultation.
Employment History
Current Registrations
Milestone Asset Management, LLC
Brookstone Capital Management LLC
Previous Registrations
Alphastar Capital Management, LLC
Milestone Asset Management, LLC
Alphastar Capital Management, LLC
State Registrations3 states
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
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