Milestone Consultants, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 286406
- Website
- www.mstnconsultants.com
- Custodians
- NATIONWIDE SECURITIES, LLC, NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Pension & Profit Sharing Plans88.41%
- Individuals11.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Milestone Consultants, Inc. is a small, independent registered investment adviser serving individual and family clients. The firm acts as a capital allocator and emphasizes fee-based relationships, charging a percentage of assets under management and offering hourly planning work. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third-party advisers. Milestone favors public mutual funds as the primary vehicle for client portfolios and does not position itself as an active ESG investor. The adviser operates under a mainly discretionary mandate while retaining some non-discretionary relationships.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Other12%
Contacts
1 of 1
Eric Birdsall
FounderCRD 5065620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations