Millstone Financial Group offers both discretionary and non-discretionary asset management services, tailoring investment strategies to individual client goals and risk tolerance. They may also recommend third-party managers. MFG provides financial planning services, including retirement income projections, portfolio analysis, and tax planning. Seminars and workshops are also offered to educate the public.
Assets Under Management$100M
Clients297
Advisors6
Avg. per Client$350K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...