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Milestone Wealth
Greenville, North Carolina
5.0
39 Reviews
Milestone Wealth, a small investment advisory firm based out of Greenville, NC, is committed to providing exceptional financial guidance and investment services. With a single office, they operate efficiently to meet the diverse needs of their clientele. Led by a team of experienced professionals, Milestone Wealth boasts four dedicated employees, three of whom specialize in investment advisory services.
As a trusted advisor, Milestone Wealth manages an average of $48,230,000 in assets under management per investment advisor, aligning with industry standards. Their compensation structure encompasses various models, including a per...see more
Assets Under Mgmt
$144.68M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other: FINANCIAL CONSULTING; ASSET MONITORING FOR ASSETS MANAGED BY SUB-ADVISERS
Reviews for Milestone Wealth
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