Thomas Hayes is a registered investment advisor at Milestone Asset Management, LLC, based in Kokomo, IN, with 2 years of industry experience. Thomas 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
1825 Dogwood Court, Kokomo, IN, 46902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Milestone Asset Management, LLC
State Registrations1 state
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Exams
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