Milestone Wealth Strategies
Assets Under Management
$8.0M
Number of Clients
41
Number of Advisors
1
Average Client AUM
$195K
AUM per Advisor
$8.0M
Compensation
Fee-Only (AUM)
About This Firm
Milestone Wealth Strategies (MWS) is a registered investment adviser providing investment management services. The firm's Compliance Manual ensures compliance with securities laws, prevents violations, detects any occurrences, and promptly corrects them. MWS prioritizes ethical, fair, and equitable client relationships, adhering to commercial honor and just principles.
Fee Structure
Financial Planning:Investment management only
MWS charges a fee based on client assets under management. The firm does not charge flat fees, hourly rates, brokerage commissions, or fees for insurance products.
Areas of Practice
Investment Management
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Location
6860 N. Dallas Parkway, Suite 200, Plano, TX, 75024