Mario Tate is a registered investment advisor at Millennial Wealth Advisors, based in Delray Beach, FL, with 9 years of industry experience. Mario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 38 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Millennial Wealth Advisors charges an annual fee based on the value of your portfolio, billed quarterly. There are different fee schedules depending on where your assets are held.
For accounts managed and maintained with their custodian (Core Services), a $5 million minimum is required:
For accounts held at another custodian (Held Away accounts):
They also offer Consolidated Performance Reporting for clients with at least $10 million of assets.
Location
Delray Beach, FL
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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
Millennial Wealth Advisors
Previous Registrations
Banyan Tree Investment Consulting, LLC
State Registrations1 state
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