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FAQs

What does Fee-Only Mean?
Can you work with me if I live out of state?

Yes, we have the capabilities to work virtually with clients, using the latest technology. We can connect with you through email, FaceTime, GoToMeeting, Sharefile, phone, fax, and/or US Post Office mail – your choice. We can accept a client in any state in the USA and comply with all licensing and registration requirements of all states, as necessary.

What do you charge for your services?

Clients pay a fee that is based on a percentage of the assets that we manage for them.  For clients with over a million dollars in assets under our management, the fee is no more than 1%.  We can also accommodate clients with less than that, who pay no more than 1.2% of assets under our management for investment management services plus an annual financial planning fee billed monthly. For more information see our “How We Charge” page or our ADV.

Are you a fiduciary?

Yes, Milestone Financial Planning, LLC acts a fiduciary for all of our clients. Click below to read more about the fiduciary oath that we have pledged to follow.

Fiduciary Oath

What is your investment philosophy?
How do I know if I have enough money to retire?

Everyone is different. There a number of factors that will determine how much you need to retire including age, current savings, future income and projected spending. Learn more about our retirement planning services by clicking the link below.

Learn More about Retirement Planning

When is the best time to invest?

The best time to invest is when you have the money. No investor, sophisticated or unsophisticated, can consistently guess the best time to buy and sell investments. The only strategy that works in the long-term is to select an appropriate amount of risk and then buy and hold investments that fit that risk level.

How much money do I need to work with you?

We generally do not impose a minimum account size for establishing a relationship.

Who do you custody client’s assets with?

We use TD Ameritrade to hold our client’s accounts.

Do you have any tax experience?

Yes, Milestone Financial Planning, LLC places a great deal of emphasis on evaluating how taxes affect your finances. We have two CPAs on staff and all of our advisors have substantial tax knowledge and experience. To read more about our tax planning services, click the link below.

Learn More about Tax Planning