How does the advisor help clients – Key Takeaways:
MILESTONE INVESTMENTS, INC. is a seasoned financial firm that provides expert financial advice to its clients. Their team of experienced advisors understand the complexities of the financial world and partner with their clients to help them achieve their financial goals.
Facts and Insights
Founded in 1995, MILESTONE INVESTMENTS, INC. has been in the business for 25 years. In this time, they have built a strong reputation for providing quality financial services and creating long-lasting relationships with their clients. The firm is headquartered in New York City and has offices in major cities across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Total Assets Under Management |
|---|---|---|
| 1995 | 50 | $2 billion |
| 2010 | 100 | $5 billion |
| 2015 | 200 | $10 billion |
Financial Services Offered
MILESTONE INVESTMENTS, INC. offers a wide range of financial services to cater to the diverse needs and goals of their clients. Some of the services they offer include financial planning, investment management, retirement planning, tax planning, and estate planning.
Client Types
The team at MILESTONE INVESTMENTS, INC. works with a diverse group of clients ranging from individuals to families to businesses. They understand that each client has unique financial needs and goals, and they tailor their services accordingly.
Fees & Compensation
MILESTONE INVESTMENTS, INC. charges a fee based on a percentage of the client’s assets under management. This means that the advisors’ interests are aligned with their clients’ interests, as their income is directly tied to the performance of the client’s portfolio.
Background
MILESTONE INVESTMENTS, INC. is led by a team of experienced and knowledgeable advisors who have a deep understanding of the financial world. They stay up-to-date with the latest market trends and use their expertise to guide their clients towards achieving their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, MILESTONE INVESTMENTS, INC. is required to disclose any potential conflicts of interest and any disciplinary actions taken against the firm or its advisors. Clients can access this information on the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.