Milestone Money offers wealth management services to individuals and high-net-worth individuals. These services include investment management, where Milestone Money manages client investment portfolios, and ongoing financial planning. Milestone Money primarily allocates client assets among mutual funds and exchange-traded funds, but may also recommend individual bonds, certificates of deposit, and other securities. Financial planning covers areas like retirement, tax, insurance, and estate planning.
Fee Structure
Milestone Money offers wealth management services for an annual fee. Clients can choose between a fixed annual fee ($12,500-$50,000) or a fee of 0.95% of the value of their investments. The fixed fee depends on factors like investable assets, administration, reporting, financial planning, estate planning, and client complexity.