Milestone Money

Overview

Milestone Money is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers and managers on clients’ behalf. Its fee arrangements include both a percentage-of-assets model and fixed fees. Milestone Money identifies itself as a capital allocator, directing client capital into external managers and funds where appropriate. The firm reports that it is not an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. The ADV-derived snapshot does not include the SEC registration year.

Assets & Accounts

Investments & Alternatives