Milestone Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$198,440,788
Total clients
214
31% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
107
Average account size
$927,293
About
Milestone Wealth provides discretionary portfolio management, financial planning, and ongoing consulting to individual and high‑net‑worth clients as well as business entities. The firm manages roughly $198 million across about 214 client relationships and operates with a small, two‑advisor team.
The firm constructs and monitors tailored portfolios using in‑house model portfolios and, when appropriate, third‑party sub‑advisers, principally advising on mutual funds and ETFs and rebalancing accounts as conditions or client circumstances change. It also integrates broader planning services — including estate‑planning coordination through an independent third‑party technology platform (Wealth.com) and a range of business‑related planning analyses — into client engagements.
Noteworthy aspects include a formal capability in exit and succession planning (a Certified Business Exit Consultant designation) and a paid subscription to the Wealth.com platform that the firm makes available to clients (provided at no charge to its largest clients and offered to others for a separate fee). The firm also discloses that a managing member/CCO is an investor in privately owned companies and may introduce clients to those opportunities, and that adviser representatives are licensed to sell insurance and may receive commission compensation, each of which creates potential conflicts that the firm discloses.
Client services
Fee options
Fixed fees for financial planning services; fixed or negotiable fees for consulting services; fees range from $500 - $2,000 for estate planning platform services for clients under $2,000,000 assets.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Insurance products commissions from licensed agents; commission-based compensation for selling insurance products.
Account minimum: $500,000
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.
Main office location
Milestone Wealth
500 Red Banks Road, Suite D
Greenville NC 27858, United States
Number of offices
1
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