Milestone Asset Management Group, LLC is a registered investment advisor founded in 2016, managing over $300 million in client assets. Milestone offers customized investment management, utilizing a passive investment strategy focused on globally diversified stocks, bonds, and exchange-traded funds. Additionally, Milestone provides portfolio management services through an automated platform called Betterment. Beyond managing investments, Milestone offers comprehensive financial planning covering areas such as retirement planning, tax strategies, estate planning, cash flow and debt management, college savings, employee benefits optimization, and business planning. Milestone operates as a fiduciary, meaning the firm is legally required to act in your best interest. The firm's primary office is located in Avon, Connecticut, and is led by Michael Mezheritskiy.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees for accounts over $10,000,000 are negotiable. Betterment platform accounts are charged a separate flat rate of 0.50%.