Eric Birdsall is a registered investment advisor at Milestone Consultants, INC., based in Whitney Point, NY, with 15 years of industry experience. Eric 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 6 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For portfolio management, Milestone Consultants charges an annual fee based on the value of your portfolio. This fee ranges from 0.50% to 1.00% per year. The fee is calculated and collected quarterly, in advance. This fee does not include the third-party advisor's fees or other costs.
Location
Whitney Point, NY
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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.
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Eric owns Strongback Holding, a real estate property, dedicating minimal time. He also volunteers with the Rotary Club of Whitney Point (about 10-20% of his time) and is a member of the Board of Trustees for the Village of Whitney Point (minimal time).
Employment History
Current Registrations
Milestone Consultants, INC.
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
AXA Advisors, LLCBroker
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.