Milestone Wealth offers investment advice tailored to clients' needs, including discretionary portfolio management and financial planning. They may recommend third-party investment managers. Financial planning covers various topics like income analysis, retirement planning, and estate planning. Consulting services are also available for specific financial topics. Milestone Wealth also assists clients with estate planning through a third-party platform.
Assets Under Management$200M
Clients237
Advisors3
Avg. per Client$840K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee is negotiable but will not exceed 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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