How It Works

Milemarker ingests AUM data from Orion, Schwab, and Fidelity at the household level. It applies tiered fee schedules, minimum thresholds, and pro-ration logic automatically. Fees calculate against current, structured data. Billing outputs are consistent and auditable.

What You Get

• Accurate tiered fee calculations at the household level

• Minimum thresholds and pro-ration applied automatically

• Structured AUM data from Orion, Schwab, and Fidelity

• Auditable fee calculation trail for each billing period

The Milemarker Edge

Milemarker is the calculation infrastructure that handles fee schedule complexity at scale. Tiered billing logic runs against normalized household data.

Integrations: Orion, Schwab, Fidelity
Personas: RIA