Milad Taghehchian is a CFP, PFS-designated registered investment advisor at Pioneer Wealth Management Group, based in Austin, TX, with 23 years of industry experience. Milad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 499 clients with $400M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fees are negotiable at the sole discretion of Pioneer Wealth Management Group.
Fee Estimator
Contact
Milad Taghehchian
Location
800 W 5th St Unit 100-B, Austin, TX, 78703
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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 →Other Business Activities
Milad is the 100% owner of Xylem Finance LLC, a tax preparation business, and Menna Properties LLC, which owns property. He also has a management company called Westgate First for several family properties.
Employment History
Current Registrations
Pioneer Wealth Management Group
Previous Registrations
Pioneer Wealth Management Group, INC
American Express Financial Advisors, INC.
State Registrations1 state
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Exams