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The fee is billed in arrears and is negotiable.","source":"FORM ADV PART 2A AND 2B, filed 8 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Milestone Asset Management Group use?","answer":"Milestone Asset Management Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $299M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Milestone Asset Management Group have?","answer":"Milestone Asset Management Group has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Milestone Asset Management Group invest in?","answer":"At the end of its last fiscal year, Milestone Asset Management Group’s separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 20% U.S. government and agency bonds, 10% exchange-traded equities and 2% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Milestone Asset Management Group?","answer":"Milestone Asset Management Group’s direct owner is Michael Mezheritskiy (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Milestone Asset Management Group get paid?","answer":"Milestone Asset Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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