Milestone Investment Advisors works with clients to understand their financial needs and goals. Milestone offers ongoing portfolio management services, where they manage client investments on a continuous basis. They also offer financial consulting on a project basis, providing advice on specific topics like retirement or estate planning. For retirement plans, Milestone assists with plan design, investment selection, and participant education.
Assets Under Management$820M
Clients408
Advisors7
Avg. per Client$2M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees may vary from client to client due to fee schedule changes and negotiated fees. Non-discretionary assets are billed at a reduced rate of 0.20% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...