Mile Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$120,121,620
Total clients
63
54% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
63
Average account size
$1,906,692
About
MILE Wealth Management serves individual clients, including high-net-worth individuals, providing discretionary investment management and financial planning offered on ongoing, project-based, or hourly engagements. Like many independent advisers, the firm uses asset-based advisory arrangements and provides portfolio management alongside retirement, estate, tax, insurance, and business-planning advice.
The firm bases portfolio construction on Modern Portfolio Theory and primarily implements passive strategies using index mutual funds and ETFs to achieve target asset allocations; all reported client assets are managed on a discretionary basis. Accounts are reviewed at least quarterly and clients receive custodian statements and trade confirmations, while the firm does not produce separate written performance reports.
Noteworthy aspects include a relatively small client roster (63 clients) supporting about $120 million in discretionary assets, which indicates higher-than-average household asset levels and the inclusion of comprehensive financial planning for households above roughly $600,000 of assets as part of investment management. The firm’s principal operates a separate consulting service (CapGainsValet) that provides mutual fund capital gains information to other advisers (about 5% of his time), and the practice maintains two office locations despite being a single-advisor firm.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
Project-Based Financial Planning Services fixed fee typically $500 to $3,500
$0 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.20%
$250 to $350 per hour for Hourly Financial Planning Services
Comprehensive Financial Planning Services ongoing fee $300 to $500 per month for clients with less than $600,000 AUM
Minimum fee: $4,800 per year minimum annual fee for Investment Management Services Fee-only: Comprehensive Financial Planning Services: $300 to $500 per month (ongoing fee, monthly in advance) for clients with less than $600,000 AUM; included with Investment Management Services fee for clients above $600,000 AUM. Project-Based Financial Planning Services: fixed fee typically $500 to $3,500. Hourly Financial Planning Services: $250 to $350 per hour.
Main office location
Mile Wealth Management
100 Spectrum Center Drive, Suite 900
Irvine CA 92618, United States
Number of offices
2
Most active in
Mile Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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