Milestone Group Ventures refers clients to third-party investment advisors who manage the client's entire portfolio with discretionary authority. Milestone considers the third-party advisor's performance, methods, fees, and the client's financial needs when making recommendations. Clients sign an agreement directly with the third-party advisor and can terminate the relationship according to the agreement's terms. Milestone receives a portion of the fee paid to the third-party advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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