Milestone Asset Management provides personalized investment management and financial planning services. Operating under several business names including Legacy Capital Planners, West Advisory Group, and Hayes Advisory Group, Milestone builds customized portfolios using internal models and recommended third-party managers or sub-advisors. The firm offers discretionary portfolio management, where advisors make trades on your behalf based on your goals and risk tolerance. In addition to investment management, Milestone provides broad-based and modular financial planning covering retirement analysis, cash flow, insurance, and estate strategies. The firm works with individuals, families, and business owners, and charges fees based on a percentage of assets managed or fixed fees for planning projects.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Rates shown are for internally managed models. Sub-advised models have higher rates starting at 1.75% up to $750K and dropping to 1.00% for amounts over $3M. Fees are negotiable based on financial complexity. Accounts also incur a $5 monthly technology fee.