Milestone Wealth Strategies provides ongoing financial planning and portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Services include investment strategy, divorce financial planning, retirement planning, cash flow consultation, and estate and tax planning discussions. MWS also offers access to third-party money managers. MWS manages individualized portfolios using mutual funds, ETFs, bonds, and stocks, emphasizing risk control and global diversification.
Assets Under Management$12M
Clients57
Advisors1
Avg. per Client$210K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.90% |
Fees are negotiable. Firm also offers investment advisory services through third-party managers with different fee schedule: $0-$100K: 1.5%, $100,001-$500K: 1.5%, $500,001-$1.5M: 1.25%, Over $1.5M: 1.0%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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