Milestone Consultants provides financial planning services, including comprehensive and single-issue planning. For portfolio management, they create individualized portfolios. For accounts over $50,000, Milestone recommends third-party investment advisors, monitoring the accounts and acting as the client's primary advisor. They also offer retirement plan consulting services to businesses.
Assets Under Management$18M
Clients6
Advisors1
Avg. per Client$3M
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
For portfolio management, Milestone Consultants charges an annual fee based on the value of your portfolio. This fee ranges from 0.50% to 1.00% per year. The fee is calculated and collected quarterly, in advance. This fee does not include the third-party advisor's fees or other costs.
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