Milestones Private Investment Advisors focuses on creating and implementing retirement plans, taking a holistic approach to each client's financial picture. They offer financial planning and asset management services, managing investments on either a discretionary or non-discretionary basis. Milestones may also provide retirement plan consulting services to plan sponsors.
Assets Under Management$220M
Clients254
Advisors2
Avg. per Client$880K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Milestones Private Investment Advisors generally charges between 0.01% and 1.00% per year of the value of your investments. The exact fee depends on factors like the size of your account, the complexity of your assets, and the amount of financial planning work needed. Fees are negotiable.
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