FINANCIAL_SERVICESONGOING

Ionia County Board of Commissioners Meeting Agenda April 2026

County Pension Investments Managed by Milestone Wealth Management

0.24% per year management fee on pension assets (e.g., $7,851.27 for Q1 2025; $8,493.53 for Q4 2025)Ionia CountyMILESTONE WEALTH MANAGEMENTApril 28, 2026

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Description

Ionia County continues its engagement with Milestone Wealth Management to manage the County’s pension plan investments. The firm charges a 0.24% annual advisory fee on assets under management, billed quarterly, and provides asset allocation, rebalancing, and performance monitoring services.

Contract Details

Contract Amount

0.24% per year management fee on pension assets (e.g., $7,851.27 for Q1 2025; $8,493.53 for Q4 2025)

Vendor

MILESTONE WEALTH MANAGEMENT

Agency

Ionia County, MI

Contract Type

FINANCIAL_SERVICES

Document Date

April 28, 2026

Contract Term

Ongoing advisory relationship; quarterly asset-based fees (examples shown for 2025)

Renewal Info

Advisory fee is asset-based at 0.24% annually and is assessed quarterly; relationship is ongoing and may continue unless terminated or renegotiated by the County.