Milestone Investment Advisors, LLC

Milestone Investment Advisors, LLC is a registered investment adviser established in July 2013 by Robert G. Armstrong, Daniel P. Kauper, and Angel McClarey. The firm offers Portfolio Management Services with a minimum account size generally exceeding $3 to $5 million. Additionally, Financial Consulting Services are available on a project basis, covering areas like retirement planning and investment analysis. Milestone also provides 401(k) Retirement Plan Consulting services to assist plan sponsors and trustees in managing retirement plans. For Portfolio Management Services, fees are based on a percentage of assets under management, with a minimum annual fee of $2,500. Financial Consulting Services are offered at an hourly rate of $300. Milestone does not charge performance-based fees and serves individuals, high net worth individuals, charities, pension and profit-sharing plans, and corporations. The firm's investment strategies involve individualized asset allocation models based on clients' risk tolerance and goals, utilizing Fundamental and Technical analysis. Clients have investment discretion, allowing Milestone to make decisions on purchasing, selling, or holding assets without prior consultation. The firm does not sponsor a wrap program and does not have custody of client accounts. Milestone's team members, including Daniel P. Kauper, Robert G. Armstrong, Angel McClarey, Michael E. Arbet, Jonathan G. Wilson, David W. Solheim, and Darrin M. Sharp, have diverse educational backgrounds and business experiences in the financial industry. No disciplinary history is reported for any of the team members.