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Milestone Investment Advisors, LLC

Headquartered in MIDDLETON, WI

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Firm Information

Milestone Investment Advisors, LLC is an investment advisory firm located in Middleton, WI. The firm offers financial planning, pension consulting, and portfolio management services to individuals and businesses. The firm has approximately $824 million in assets under management, including $674 million for high-net-worth individuals and $67 million for pension and profit-sharing plans.

Milestone Investment Advisors, LLC

6702 STONEFIELD ROAD

MIDDLETON, WI 53562

$824.24M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

MILESTONE INVESTMENT ADVISORS, LLC has a total of 1 branch locations across the country.
location

MIDDLETON, WI

Advisors at Milestone Investment Advisors, LLC

View All 7 Advisors
Unclaimed
Angel Chow McClarey

CFP®, RA

MIDDLETON, WI

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Unclaimed
Robert Garland Armstrong

CFP®, RA

MIDDLETON, WI

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Unclaimed
Jonathan Gregory Wilson

CFP®, RA

MIDDLETON, WI

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Unclaimed
Daniel Peter Kauper

CFP®, RA

MIDDLETON, WI

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Unclaimed
Michael Edmund Arbet

RA

MIDDLETON, WI

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Unclaimed
David Solheim

RA

MIDDLETON, WI

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Unclaimed
Darrin Michael Sharp

RA

MIDDLETON, WI

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Disclosures

There are no public disclosures for Milestone Investment Advisors, LLC.

Frequently Asked Questions (12)

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