JM
JM

James Vincent Masone

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,211 clients
Average Client Portfolio
$451K average
Assets Under Management
$546.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $750K0.01%
$750K - $1.5M0.01%
$1.5M - $3.0M0.01%
$3M+0.01%

Fees are negotiable within the fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1946 West 26th Street, Erie, PA, 16508

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Milestone Asset Management, LLC
December 2023 - Present · 2 yrs 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.