Assets Under Management
$546.3M
Number of Clients
1,211
Number of Advisors
11
Average Client AUM
$451K
AUM per Advisor
$49.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Milestone Asset Management offers tailored investment advice, discretionary asset management, and financial planning services. They use model portfolios developed internally and by third parties, providing continuous supervision and adjustments based on client needs. They may recommend sub-advisers and third-party investment advisers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 0.01% |
| $750K - $1.5M | 0.01% |
| $1.5M - $3.0M | 0.01% |
| $3M+ | 0.01% |
Fees are negotiable within the fee schedule.
8160 Perry Highway, Pittsburgh, PA, 15237