Milad Taghehchian
MT
CFP · PFS

Milad Taghehchian

22 Years of Experience

Firm Information

Milad Taghehchian
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
442 clients
Average Client Portfolio
$619K average
Assets Under Management
$273.7M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.85%
$4.0M - $6.0M0.55%
$6.0M - $10.0M0.25%
$10M+0.10%

Fees are negotiable at the sole discretion of Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$250 - $1,000/hr

You can receive financial planning services billed annually, monthly, hourly (from $250 to $1,000 per hour), or by fixed fee. There may be a one-time onboarding fee. For asset management, you'll pay a percentage of your assets under management. For example, the first $2,000,000 is charged 1.00% annually. Fees are negotiable. In addition to advisory fees, clients will be assessed other fees by parties independent from the advisor, such as brokerage fees.

Areas of Practice
Financial Planning & CoachingRetirement PlanningEducation PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

800 W 5th St Unit 100-B, Austin, TX, 78703

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Milad Taghehchian
MT
Contact
Milad Taghehchian
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Milad is the 100% owner of Xylem Finance LLC, a tax preparation business, and Menna Properties LLC, which owns property. He also has a management company called Westgate First for several family properties.

Employment History
Current Registrations
Pioneer Wealth Management Group
January 2009 - Present · 17 yrs
Previous Registrations
Pioneer Wealth Management Group, INC
February 2005 - December 2008 · 3 yrs 10 mos
American Express Financial Advisors, INC.
August 2002 - November 2004 · 2 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Milad Taghehchian
MT
Contact
Milad Taghehchian