Milestone Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$4,000

“Milestone will charge a fixed fee that ranges from $500.00 to $4,000.00, for broad based planning services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Milestone Asset Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is negotiable based on the complexity of the client’s financial situation.”
• “You will incur a pro-rata charge for services rendered prior to the termination of the portfolio management agreement, which means you will incur advisory fees only in proportion to the number of days in the quarter for which you are a client.”
• “Advisory fees that you pay to third party investment advisers are established and payable in accordance with the Form ADV Brochure provided by each third-party investment adviser to whom you are referred.”

How Milestone Asset Management, LLC’s fees compare

• Its flat or project fee of $500-$4,000 spans the Pennsylvania median of $3,650. 33% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 7 of the 14 other planners in Pittsburgh that publish a flat or project fee charge less.

About Milestone Asset Management, LLC

• Firm size: 13 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

1,347

Employees

13

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$690,673,342

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

310441

Website

youtube.com/@LegacyCapitalPlanner (opens in new tab)

Phone

(412) 643-3058

Can advise clients in 18 states: California, District of Columbia, Delaware, Florida, Indiana, Kentucky, Maryland, Michigan, North Carolina, New Hampshire, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia

Other planners in Pittsburgh that publish fees

• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A. Neff Associates LLCPittsburgh$150/hr
• Allegheny Financial GroupPittsburgh$500/hr
• Allegheny InvestmentsPittsburgh$500/hr
• Centerview Wealth Advisors, LLCPittsburgh$100⁠-⁠$300/hr, $500⁠-⁠$30,000
• DS Wealth Advisors, Inc.Pittsburgh$100⁠-⁠$150/hr

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