David Solheim is a CFP-designated registered investment advisor at Milestone Investment Advisors, LLC, based in Middleton, WI, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 414 clients with $880M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Non-discretionary assets are billed at a reduced rate of 0.20% per annum. Fees may vary from client to client due to historical schedule changes or negotiations.
Fee Estimator
Location
6702 Stonefield Road, Suite 201, Middleton, WI, 53562
Get directionsHistory
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 Investment Advisors, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, 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.
Exams
More Advisors
- Robert Armstrong, CFPMilestone Investment Advisors, LLC
- Angel Mcclarey, CFPMilestone Investment Advisors, LLC
- Daniel Kauper, CFPMilestone Investment Advisors, LLC
- Jonathan Wilson, CFPMilestone Investment Advisors, LLC
- Darrin Sharp, CFPMilestone Investment Advisors, LLC
- Brennan Blecker, CFP, ChFCSavant Wealth Management