Anthony Reed is a CFP-designated registered investment advisor at Millennium Investment Services, based in Van Nuys, CA, with 31 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 133 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Specific fee rate for accounts greater than $1,000,000 is determined at the discretion of MIS and can range from 0.40% to 1.00% annually. MIS has clients that have differing fees than the fees referenced above, including fees that are based on a flat percentage rate with no asset-based tiers.
Fee Estimator
Location
16217 Kittridge Street, Van Nuys, CA, 91406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Anthony is the president of Millenium Investment Services and the sole owner/managing member of MIS Partners, LLC, both asset management services, dedicating nearly full-time hours to each. He also manages MIS Equity Strategies, LP, an investment partnership, spending about a quarter of his time on it.
Employment History
Current Registrations
Millennium Investment Services
Previous Registrations
Cova Capital Partners LLCBroker
Mis Capital Management, LLC
Syndicated Capital, INC.Broker
Gbs Financial CORP.Broker
Long Securities CorporationBroker
Long Securities CorporationBroker
Baraban Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.