MILE Wealth Management

Thanks for having a look at MILE Wealth Management.  We are proud to have created a firm that is doing real wealth management and “Making It Look Easy.”

Real wealth management is hard.  This is the reason why virtually all advisors only do investment management and bare minimum planning. Real wealth management integrates your situation, preferences and goals to help direct the short- and long-term steps in your financial life. We do not do financial plans; life changes so quickly these are often obsolete before the plan is printed and bound. We do PLANNING; we’re constantly updating your financial picture, you goals list and your upcoming planning items. You’ll be organized, educated and comfortable with your finances so you can focus on the things that matter most to you.

We work with clients in a number of ways:

• Hourly/Project Based Planning– For those cut out to do it themselves, we can perform a financial review.  These typically run around two hours with an initial review, in-person discussion (live or virtual), and “accountability” follow up.
• Subscription Based Planning – For delegators with more complex needs but are not rich yet, we offer ongoing planning where you pay monthly for the service (like a health club membership).  We do full comprehensive and proactive planning and investment management for a monthly fee that typically ranges from $200 to $300 a month.
• Traditional Wealth Management Planning – For delegators with more than $400,000 to invest, we offer ongoing planning that can be paid as a percentage of assets we manage.  Fees for comprehensive and proactive planning and investment management range from 0.60% to 0.20%.

Have a look at our website (www.milewealth.com) or give us a call at (949) 441-4410 if you’d like to learn more.