Assets Under Management
$70.0M
Number of Clients
133
Number of Advisors
1
Average Client AUM
$526K
AUM per Advisor
$70.0M
Compensation
Fee-Only (AUM)
Milestone Financial Advisors offers investment advisory services, working with clients to identify their goals and risk tolerance to create a suitable portfolio. They offer financial planning services, preparing written plans that consider assets, liabilities, goals, and objectives, including investment, retirement, and education planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable in special circumstances.
650 California Street, 7th Floor, San Francisco, CA, 94108