James
Masone
Milestone Asset Management, LLC
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About this Advisor
James Masone is a financial advisor based in Erie, Pennsylvania, working with Milestone Asset Management, LLC. James has previously held positions at Milestone Asset Management, LLC, Fnb Of Pa, Cnb Bank, Northwest Bank, and Pnc Bank. James has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, James is part of Milestone Asset Management, LLC, which operates out of Erie, Pennsylvania. The firm has 4 offices and 9 employees. The firm manages assets totaling $445.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Milestone Asset Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Milestone Asset Management, LLC Brokerage Details
$445,758,992
9
2,750
$162,094
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Masone Work History
Milestone Asset Management, LLC
Fnb Of Pa
Cnb Bank
Northwest Bank
Pnc Bank
Disclosures
Please visit the SEC profile of James Masone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Milestone Asset Management, LLC
Pittsburgh, PA
Germantown, MD
Pittsburgh, PA
Kokomo, IN
Erie, PA
Pittsburgh, PA
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