Milestone Wealth Management & Insurance manages investment portfolios for individuals and businesses. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Financial planning can be project-based, hourly, or ongoing. Milestone also provides employee benefit plan consulting services to employer plan sponsors.
Assets Under Management$2.1M
Clients6
Advisors1
Avg. per Client$350K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...