Milestone Asset Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Milestone Asset Management Group serves individual clients — including high net worth individuals — as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary investment management, written financial planning, and plan-level 401(k) advisory services, and it also offers an option to use Betterment’s advisory platform for portfolio management.
The firm follows a strategic asset-allocation approach that relies primarily on passive index mutual funds and ETFs, with occasional use of individual stocks or bonds to address specific client circumstances; investment plans are tailored to each client’s objectives, time horizon, tax considerations, and risk tolerance. Milestone conducts regular account reviews, generally manages accounts on a discretionary basis, and assists clients who choose the Betterment option by selecting allocation models and completing investor profiles.
Noteworthy aspects of Milestone include its ERISA plan services — it can provide non-discretionary 3(21) advice and, where agreed, serve as a 3(38) discretionary plan investment manager — and its formal integration with Betterment Institutional/Betterment Securities, which provides execution, custody and practice-support services to the firm. The firm maintains a $500,000 account minimum (waivable), offers fixed-fee financial plans (up to $15,000) or hourly planning, and the managing member produces a podcast (about 1–2 hours per month), reflecting a combination of traditional fiduciary services and technology-enabled delivery that is less common among similarly sized advisers.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fee ranges between $2,000 and $15,000, negotiable
$0 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.10% $2,000,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.90% $10,000,000+: Negotiable
$150 to $300 per hour, depending on complexity; $300/hour if financial planning terminated early
Account minimum: $500,000.00 (may be waived at discretion) Fee-only: 0.50% annually for Betterment advisory services (all accounts)
Main office
See office302 West Main Street, Suite 206
Avon CT 06001
Advisors at this office
3
Offices (2)
Most active in
Connecticut · New York
Also doing business as
Mezheritskiy, Michael · Milestone Asset Management Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Danielle B
CFP®, Series 66
Avon, CT
Milestone Asset Management Group, LLC
Danielle Barbato is a CFP® and Series 66 license holder with five years of experience in financial advising. She is currently with Milestone Asset Management Group, LLC and previously worked at New England Private Wealth Advisors, Amon & Associates, Charles Schwab, and other firms. Outside of advising, she is a commissioned notary public. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm employs a strategic asset-allocation approach focused on passive index mutual funds and ETFs, offering discretionary investment management and 401(k) advisory services, with integration of Betterment’s platform for portfolio management.
Richard L
CFP®, Series 63, Series 65, Series 66
Avon, CT
Milestone Asset Management Group, LLC
Richard Lo Presti is a CFP® professional with 21 years of industry experience. He has been with Milestone Asset Management Group, LLC since 2018 and briefly worked at Edward Jones the same year. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a strategic asset-allocation approach focused on passive index mutual funds and ETFs, complemented by individualized investment planning and regular account reviews.
Adam K
CFP®, Series 63, Series 65
Pearl River, NY
Milestone Asset Management Group, LLC
Adam Kalender is a CFP® with 28 years of industry experience. He is currently with Milestone Asset Management Group, LLC and has previously worked at Lion Street Financial, Madison Advisory Services, Inc., and Royal Alliance Associates, Inc. Kalender also serves as an instructor for adult education retirement planning workshops at Rockland BOCES. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a strategic asset-allocation approach focused on passive index funds and ETFs, with tailored investment plans based on each client’s objectives and risk tolerance.
Michael M
Series 63, Series 65
Avon, CT
Milestone Asset Management Group, LLC
Michael Mezheritskiy is a financial advisor at Milestone Asset Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity, LPL Financial, and Visionary Private Wealth Management Group. He hosts and writes the podcast "Fresh Perspective Planning," which covers general financial topics. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a strategic asset-allocation approach focused on passive index mutual funds and ETFs, tailoring investment plans to clients’ objectives, time horizon, tax considerations, and risk tolerance.
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