Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are based on a percentage of assets under management, ranging from 0.10% to 2.00%. Financial planning fees are either fixed (ranging from $1,000 to $5,000) or hourly ($50 to $400 per hour), depending on the complexity of the situation. Additional fees may apply for Tax Overlay Services (0.10% per annum) and Socially Responsible Investing Services (0.10% per annum). Fees are negotiable and outlined in the client agreement.
Areas of Practice
Advisor Information
Office location
3633 Inland Empire Blvd Suite, Ontario, CA, 91764
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Billie is a partner and co-founder of Milestone Financial & Insurance since 2008, where she works as an insurance agent. This takes nearly full-time hours, with most of the time spent during trading hours.