Milestone Investments, Inc.

Milestone Investments, Inc. (CRD# 47090) is a financial advisory firm headquartered in Charlotte, NC. They manage $46,364,338 in 75 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $618,191
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Milestone Investments, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Fredrick W. Fisher
CRD#: 1877470
6331 Carmel Road, Charlotte, NC 28226
96
Wealthminder
score

Fredrick Fisher (CRD# 1877470) is an Investment Advisor Representative working at Milestone Investments, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry.

2
Richard W. Addis
CRD#: 3143354
6331 Carmel Road, Charlotte, NC 28226
93
Wealthminder
score

Richard Addis (CRD# 3143354) is an Investment Advisor Representative working at Milestone Investments, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry.

3
Charles L. Bones
CRD#: 1682890
6525 Morrison Blvd., Suite 215, Charlotte, NC 28211
93
Wealthminder
score

Charles Bones (CRD# 1682890) is an Investment Advisor Representative working at Milestone Investments, Inc. in Charlotte, NC and has over 15 years of experience in the finance industry.

4
Michael W. Miles
CRD#: 3206302
6331 Carmel Road, Charlotte, NC 28226
73
Wealthminder
score

Michael Miles (CRD# 3206302) is an Investment Advisor Representative working at Milestone Investments, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry.

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