Milestone Investments provides investment advice on a non-discretionary basis, meaning they make recommendations but you make the final decisions. They work with retirement plans, individuals, endowments, and trusts, focusing on asset allocation and analysis of investments like ETFs, mutual funds, stocks, bonds, and variable annuities. Your investment strategy is tailored to your goals and risk tolerance, and they rely on you to keep them updated on any changes.
Assets Under Management$280M
Clients91
Advisors2
Avg. per Client$3M
Avg. per Advisor$140M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable and based on asset size, complexity, and magnitude of advisory services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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