Milestone Wealth

Wealth Management Firm in Pitt County, NC

Firm Info
Address: 500 Red Banks Rd Suite D, Greenville, NC 27858, USA
Phone: (252) 756-7005

Firm Size
Assets Under Management: $146.7 million
# of Advisors: 2
# of Clients: 672
Client to Advisor Ratio: 336:1
Average Account Size: $218,314
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Other

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Milestone Wealth Overview

Milestone Wealth is an investment advisory firm based in Greenville, NC, founded in 2019. As a fee-based firm, they offer investment advice to clients. They specialize in financial planning, portfolio management for individuals and small businesses, and selecting other advisors to build a strong team. Additionally, they offer financial consulting and asset monitoring for assets managed by sub-advisers to ensure clients maintain well-balanced portfolios. Milestone Wealth takes pride in their expertise in providing investment advice to clients with diverse financial objectives. They focus on creating customized investment plans to support clients in achieving their financial goals. They offer various portfolio management strategies and invest their clients' funds directly in the market. Their advisors have access to top-performing investment products that are carefully analyzed to ensure clients' risk tolerance and goals are met. Furthermore, Milestone Wealth provides financial consulting services to businesses and individuals looking to gain more knowledge about investments. They offer insights and guidance on investment options for individuals, ensuring they make informed decisions. They also monitor assets managed by sub-advisers to ensure that the portfolios designed align with the overall investment objectives of their clients. Milestone Wealth is committed to providing exceptional investment advice to help their clients achieve their financial goals.

Milestone Wealth caters to a diverse array of clients, ranging from individuals to high net worth individuals. They offer a comprehensive range of financial services to these clients, including investment management, financial planning and retirement planning. The team at Milestone Wealth takes pride in customizing their strategies to meet the unique needs of each client, providing personalized recommendations to meet their goals. Milestone Wealth understands that each client's financial needs are different, which is why they offer various fee structures depending on the level of service provided. For investment management, the company charges a percentage of AUM (assets under management). This fee structure is beneficial for clients who are looking for a more hands-off approach to their investments. In contrast, for clients who require more comprehensive financial planning, Milestone Wealth charges a fixed fee. This fee structure allows the client to access a range of services, all for a predictable and transparent cost. Additionally, the company offers other types of fees, such as performance-based fees. These fees are based on how successful the company is at meeting the client's objectives. Ultimately, Milestone Wealth has designed their fee structures to be flexible and able to suit the diverse needs of its clients.

Typical Clients, Fee Structures & Investment Minimum

Milestone Wealth's Part 2 Brochure notes that they generally require a minimum investment of $500,000 to open and maintain an advisory account. However, they also reserve the right to waive this minimum at their discretion, especially if the client has the potential for increasing their assets under management. They also mention that they can combine account values to meet the stated minimum, including accounts held by minor children or joint accounts with a spouse.

How This Office Can Help Pitt County, NC Residents

Milestone Wealth is a firm that assists clients in Pitt County, NC, with their financial planning needs. Pitt County is home to a diverse population with varying financial situations. For instance, some residents may be facing debt challenges, while others may be looking to save for retirement or purchase a home. Milestone Wealth offers a wide range of financial planning services that help clients achieve their financial goals. The firm offers investment management, financial planning, retirement planning, and estate planning services. By taking a holistic approach to financial planning, Milestone Wealth creates customized plans that align with each client's unique situation. They also offer ongoing support and guidance, which is particularly valuable for residents of Pitt County who may be navigating uncertain economic times or experiencing financial setbacks. With Milestone Wealth's help, clients in Pitt County can make informed decisions about their financial futures and achieve the peace of mind that comes with having a solid plan in place.

To view the Minimum Investment and Fee Schedule for Milestone Wealth, visit their Part 2 Brochure.

Services Offered by Milestone Wealth

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Milestone Wealth most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 500 Red Banks Rd Suite D, Greenville, NC 27858, USA
Phone (252) 756-7005
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Milestone Wealth is registered to service clients in the following states:

  • Illinois
  • North Carolina
  • Texas

Disciplinary History

Milestone Wealth does not have any disclosures. Please visit it's Form ADV for more details.