Milestone Advisory Group provides investment management through both discretionary and non-discretionary arrangements. They may also hire sub-advisors or co-advisors to manage client assets. The firm offers financial planning and consulting services, including single consultations and ongoing support. They also conduct seminars and workshops. Milestone Advisory Group works with individuals, corporations, and business entities.
Assets Under Management$18M
Clients137
Advisors1
Avg. per Client$130K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable based on certain criteria. When using sub-advisors on the Adhesion Platform, the client will pay additional fees ranging from 0.35% to 1.5% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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