Milestone Financial Advisors
Assets Under Management
$70.0M
Number of Clients
133
Number of Advisors
1
Average Client AUM
$526K
AUM per Advisor
$70.0M
Compensation
Fee-Only (AUM)
About This Firm
Milestone Financial Advisors offers investment advisory services, creating portfolios of stocks, bonds, ETFs, and mutual funds based on client goals and risk tolerance. They also provide financial planning services, including investment planning, retirement planning, education planning, and financial position analysis. Portfolios are customized and rebalanced based on client needs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable in special circumstances.
Fee Estimator
You'll pay an annual fee based on the amount of assets Milestone Financial Advisors manages for you (see the table for rates). There is a minimum annual fee of $2,000 for financial planning and/or asset management services. Financial planning services are also offered on a fixed fee basis, with a minimum annual fixed fee of $2,000. Fees may be negotiable in special circumstances.
Areas of Practice
Location
650 California Street, 7th Floor, San Francisco, CA, 94108