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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 645 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range from 0.25% to 1.5% per year and are negotiable based on account size, asset complexity, and other factors.
Fee Estimator
Location
330 East Main Street, Macungie, PA, 18062
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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 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.
Exams
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