Betro | Mileszko & Company provides ongoing investment advice and manages client funds based on individual needs. They develop investment strategies and manage portfolios, typically on a discretionary basis, using primarily no-load mutual funds and exchange-traded funds. They also offer advice on investment planning, retirement planning, and general finance, including estate planning and insurance.
Assets Under Management$130M
Clients117
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$67M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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