Calen Cummins
Calen Cummins is a registered investment advisor at Milestone Asset Management, LLC, based in Pittsburgh, PA, with 2 years of industry experience. Calen 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
8160 Perry Highway, Pittsburgh, PA, 15237
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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
Calen works as an independent insurance agent in Pittsburgh, PA, selling accident and health, life, and fixed annuities. This activity takes a few hours per week, all during trading hours.
Employment History
Current Registrations
Milestone Asset Management, LLC
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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