Milestone Asset Management Group, LLC

Milestone Asset Management Group, LLC is an investment adviser founded in February 2016, with Michael Mezheritskiy as the principal owner. The firm manages $219,520,000 on a discretionary basis and $3,061,415 on a non-discretionary basis as of January 31, 2024. They offer investment management services tailored to individual needs, financial planning services, and investment advisory services through Betterment, LLC. The firm conducts pre-advisory consultations to understand clients' financial needs and risk tolerance, developing personalized investment policies and managing portfolios accordingly. Milestone's investment strategies focus on building long-term wealth while balancing risk tolerance levels. They primarily invest in global common stocks, ETFs, and bonds, with a diversified portfolio to minimize sector and industry risk. Milestone charges an annual advisory fee based on the market value of assets under management, with fees ranging from 1.20% to 0.50%. Financial planning services are offered on a fixed fee or hourly rate basis. The firm does not offer performance-based fees and requires a minimum account size of $500,000. Milestone acts as a fiduciary, putting clients' best interests first. They do not accept custody of client funds and provide investment discretion for client accounts. The firm does not vote client securities and does not receive any economic benefit from third parties for client advice. Michael Mezheritskiy, the Managing Member and CCO, has a background in finance and computer information systems, with experience in the financial industry since 2000. He hosts a financial podcast and is responsible for the supervision of Milestone.