Colin Barcley
Colin Barcley is a registered investment advisor at Milestone Asset Management, LLC, based in Erie, PA, with 5 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,359 clients with $690M 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 $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Rates shown are for internally managed models. Sub-advised models have higher rates starting at 1.75% up to $750K and dropping to 1.00% for amounts over $3M. Fees are negotiable based on financial complexity. Accounts also incur a $5 monthly technology fee.
Fee Estimator
Location
1946 West 26th St., Erie, PA, 16508
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 →Other Business ActivitiesSells Insurance
Colin is involved in insurance sales, specifically life, long-term care, and fixed annuities, through West Advisory Group since December 2022. This activity takes about a quarter of his time, including time during securities trading hours.
Employment History
Current Registrations
Milestone Asset Management, LLC
Previous Registrations
Csenge Advisory Group, LLC
Lion Street Advisors, LLC
Lion Street Financial, 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.
Exams
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