Justin Miller
Justin Miller is a CFA-designated registered investment advisor at Milestone Financial Associates, LLC, based in Macungie, PA, with 15 years of industry experience. Justin 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.
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 ActivitiesSells Insurance
Justin is a co-owner and CIO of Milestone Financial Associates, LLC, dedicating nearly all of his time to this investment-related activity. He also works as an instructor at Kutztown University, teaching Applied Investment Management, but this takes minimal time and is not investment-related.
Employment History
Current Registrations
Milestone Financial Associates, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Hornor, Townsend & Kent, INC.Broker
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.