Assets Under Management
$8.0M
Number of Clients
41
Number of Advisors
1
Average Client AUM
$195K
AUM per Advisor
$8.0M
Compensation
Fee-Only (AUM)
Milestone Wealth Strategies (MWS) is a registered investment adviser providing investment management services. The firm's Compliance Manual ensures compliance with securities laws and regulations, preventing and correcting violations. MWS prioritizes ethical, fair, and equitable client service, requiring employees to understand and comply with the Compliance Manual.
6860 N. Dallas Parkway, Suite 200, Plano, TX, 75024