Milestone Wealth Strategies
Milestone Wealth Strategies (CRD# 162625) is a financial advisory firm headquartered in Plano, TX. They manage $13,500,000 in 55 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts55ACCOUNTS
Average Account Value$245,455
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, OK, TX
James Scott (CRD# 2221856) is an Investment Advisor Representative working at Milestone Wealth Strategies in Plano, TX and has over 25 years of experience in the finance industry.