Milestone Investment Advisors, LLC
Firm details
- Headquarters
- Middleton, Wisconsin
- CRD number
- 168429
- Registered since
- July 11, 2013
- Website
- milestoneia.com
- Custodians
- CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI81.89%
- Pension & Profit Sharing Plans9.26%
- Individuals8.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Milestone Investment Advisors, LLC is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm serves both individual/family and institutional clients and charges clients primarily on a percentage-of-assets basis, supplemented by hourly billing for certain engagements. Milestone is not positioned as a capital allocator and does not market itself as an active ESG investor. The adviser has been SEC-registered since 2013 and is organized as a limited liability company with individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities4%
- US Government Bonds1%
- Cash & Cash Equivalents1%
- Other1%
Contacts
3 of 7
Jonathan Wilson
Financial AdvisorCRD 6877847
David Solheim
Investment Advisor RepresentativeCRD 6604194
Michael Arbet
Senior Portfolio ManagerCRD 1463240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 164Active vs passive
$507M in ETFs
80%
$404M
17%
$102M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $48.1M | 533,994 | 9.49% |
Location
Middleton, WI
Dane
Location
Middleton, WI
Headquartered in Middleton, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 6702 Stonefield Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Jacobson & Schmitt Advisors, LLC
RIAMiddleton, WI
Canopy Wealth Management
RIAMiddleton, WI
Googins Advisors, Inc.
RIAMiddleton, WI
Sentinel Advisory Group, LLC
RIAMiddleton, WI
Trinity Financial Planning
RIAMiddleton, WI
Apex Fiduciary Advisors LLC
RIAMiddleton, WI