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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Beacon eagleVertex delta +more
- Established Date
- 04-05-2022
- Office Locations
- 1
Office Locations
About Milestone Money
Milestone Money is a retirement-management-focused advisory serving pre-retirees and retirees, helping clients map income through retirement with integrated investment management, proactive tax planning, and financial planning. The firm builds a Retirement Policy Statement and uses liability-matching, total-wealth asset allocation, and dynamic safe-withdrawal strategies, including guaranteed income solutions when appropriate. Led by CRPC/AIF Randy Dippell.
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Accredited Investors
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Investment Themes
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Platform
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Owner & Executives
WILLIAM RANDLE DIPPELL
Chief Compliance Officer, Owner
- CRD
- #4527425
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,005,642 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,005,642 | -- |
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Separately Managed Accounts
Total SMA Asset: $56,005,642
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $307,267,864 | 21.3% |
| Cash | $682,336,617 | 47.3% |
| Equity - Exchange | $452,967,649 | 31.4% |
| Total | $1,442,572,130 | 100.0% |