HOW IT WORKS
Financial Management
For information about our fee structure please refer to the sections below and our ADV.
Clients With Greater Than $2,000,000
New clients with $2,000,000 or more in assets under our management are offered our Financial Management Service, which includes both ongoing financial planning and investment management services. Our standard financial management fee is charged quarterly after services have been provided as a percentage of assets under management based on your average daily balance.
The fee is calculated based on the average daily balance in the Client’s account[s] and is based on the schedule below:
| Assets Under Management ($) | Annual Fee (%) |
|---|---|
| First $1 million | 1.00% |
| Next $2 million ($1-3M) | 0.80% |
| Next $3 million ($3-6M) | 0.60% |
| Next $4 million ($6-10M) | 0.40% |
| Next $5 million ($10-15M) | 0.35% |
| Everything else ($15M +) | 0.30% |
Clients With Less Than $2,000,000
Clients with less than $2,000,000 in assets under management at the start of our advisory relationship may be offered investment management and financial planning as separate engagements.
Our investment management fee is an annual 1% of assets under management, charged quarterly after services have been provided based on your average daily balance.
Our financial planning services are provided as an annual financial planning subscription fee, billed monthly based on the size of the client portfolio and the complexity of the services to be provided.
Milestone Financial Planning offers comprehensive financial planning for our clients, including tax planning, investment management, retirement planning, insurance consulting, and estate planning.
As a fee-only firm, we are compensated solely by our clients, ensuring advice free from commissions or product-based incentives. The comparison below highlights the advantages of our approach.
Fee-Only Model
vs.
Traditional Model
