Milestone Wealth Strategies (MWS) is a registered investment advisor providing investment management services to clients. MWS has a Compliance Manual to ensure compliance with securities laws and regulations. MWS depends on its employees and officers to provide high quality investment advisory services to clients, in a manner that is ethical, fair and equitable to all concerned.
Assets Under Management$8M
Clients41
Advisors1
Avg. per Client$200K
Avg. per Advisor$8M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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