William Dippell is a registered investment advisor at Milestone Money, based in Chicago, IL, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 48 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Milestone Money offers wealth management services for an annual fee. Clients can choose between a fixed annual fee ($12,500-$50,000) or a fee of 0.95% of the value of their investments. The fixed fee depends on factors like investable assets, administration, reporting, financial planning, estate planning, and client complexity.
Location
1165 N. Clark Street, Suite 700, Chicago, IL, 60610
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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 Money
Previous Registrations
Mariner Platform Solutions
Adviceperiod, LLC
Nestegg Advisory
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
Natcity Investments, INC.
State Registrations2 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.