Milestone Asset Management, LLC
Assets Under Management
$546.3M
Number of Clients
1,211
Number of Advisors
11
Average Client AUM
$451K
AUM per Advisor
$49.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Milestone Asset Management provides tailored investment advice, discretionary asset management, and financial planning services. They utilize internal models, sub-advisers, and third-party investment advisers. Financial planning covers cash flow, retirement, insurance, portfolio, and estate analysis. Clients are informed of potential conflicts of interest.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.75% |
| $750K - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3M+ | 1.00% |
These rates apply to sub-advised models. Internally managed models have lower rates: 1.50% up to $750K, 1.25% for $750K-$1.5M, 1.00% for $1.5M-$3M, and 0.75% over $3M.
Fee Estimator
Milestone charges an annual fee based on a percentage of assets under management, calculated monthly. Fees range from 0.75% to 1.75% depending on the model used (internally managed or sub-advised) and the amount of assets. Financial planning fees range from $250 to $4,000, depending on the scope of the plan. A monthly technology fee of $5 is also charged. Fees are negotiable within the disclosed ranges. Milestone is affiliated with insurance agencies, and associated persons may earn commissions from insurance products.
Areas of Practice
Location
8160 Perry Highway, Pittsburgh, PA, 15237