Milestone Financial Associates (MFA) offers personalized investment management and financial planning. MFA reviews a client's current financial situation, sets goals, and creates a plan to help them achieve those goals. MFA determines risk tolerance and investment objectives to determine an appropriate investment strategy using stocks, bonds, exchange-traded funds, and mutual funds. Financial planning is generally included with investment advisory services, but can be provided on a standalone basis.
Fee Structure
MFA generally charges between 0.25% and 1.5% of the market value of your investments annually. The exact fee depends on factors like the size of your account and the complexity of your assets. Financial planning is included in the investment management fee for most clients. MFA also manages American Funds accounts, with fees ranging from 0.25% to 1.5% annually, which are non-negotiable.