Ricky Canipe
Ricky Canipe is a CFP-designated registered investment advisor at Millennium Investment and Retirement Advisors, LLC, based in Winston Salem, NC, with 20 years of industry experience. Ricky operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 613 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1% annual Advisory Service Agreement fee is negotiable. Current client relationships can exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Winston Salem, NC
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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 →Employment History
Current Registrations
Millennium Investment and Retirement Advisors, LLC
Previous Registrations
Millennium Investment and Retirement Advisors, LLC
Presidium
State Registrations2 states
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