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The fee is billed in arrears and has a $2,500 annual minimum.","source":"ADV PART 2A, filed 12 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Milestone Investment Advisors use?","answer":"Milestone Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $865M, Tiaa-Cref Individual & Institutional Services, LLC (New York, NY), with $7.37M and Fidelity Brokerage Services LLC (Boston, MA), with $4.79M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Milestone Investment Advisors have?","answer":"Milestone Investment Advisors has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Investment Advisors invest in?","answer":"At the end of its last fiscal year, Milestone Investment Advisors’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 1% U.S. government and agency bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: Variable Annuities (No Load).","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 Investment Advisors?","answer":"Milestone Investment Advisors’ direct owners are Robert Armstrong, Daniel Kauper and Angel McClarey, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Milestone Investment Advisors get paid?","answer":"Milestone Investment Advisors is paid through a percentage of assets under management and hourly charges. 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