Jeff Lanscek is a CFP, ChFC-designated registered investment advisor at Milestone Financial Associates, LLC, based in Macungie, PA, with 20 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 625 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MFA generally charges between 0.25% and 1.5% of the market value of your investments annually. The exact fee depends on factors like the size of your account and the complexity of your assets. Financial planning is included in the investment management fee for most clients. MFA also manages American Funds accounts, with fees ranging from 0.25% to 1.5% annually, which are non-negotiable.
Location
330 East Main Street, Macungie, PA, 18062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Milestone Financial Associates, LLC
Previous Registrations
Commonwealth Financial Network
Baldrige Asset Management
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.