Overview
- Headquarters
- Greenville, NC
- Total Firm Assets
- $221 million
- Average High-Net-Worth Client Portfolio Size
- $2.3 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: MILESTONE WEALTH ADV PART 2 BROCHURE (2025-10-03)
· View brochure text
Latest filing: MILESTONE WEALTH ADV PART 2 BROCHURE (2026-03-19)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | $1,000,000 | 1.25% |
| $1,000,001 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,750 | 1.38% |
| $5 million | $53,750 | 1.08% |
| $10 million | $103,750 | 1.04% |
| $50 million | $503,750 | 1.01% |
| $100 million | $1,003,750 | 1.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 69.19%
- Number of High-Net-Worth Clients
- 67
- Total Client Accounts
- 689
- Discretionary Accounts
- 621
- Non-Discretionary Accounts
- 68
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 292797
- MILESTONE WEALTH ADV PART 2 BROCHURE (2026-03-19) · View brochure text
- MILESTONE WEALTH ADV PART 2 BROCHURE (2025-10-03) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗