A complete list of active advisors currently associated with Milestone Asset Management Group, LLC
Warmer can help you find a great advisor at Milestone Asset Management Group, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Milestone Asset Management Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Milestone Asset Management Group, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Avon, CT
| 5
| |
Pearl River, NY
| 28
| |
Avon, CT
| 21
| |
Avon, CT
| 22
|
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