Ted Devoe is a registered investment advisor at Millennium Portfolio Advisors, based in Aurora, CO, with 21 years of industry experience. Ted 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 158 clients with $37M 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 $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Aurora, CO
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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
Ted performs accounting services, tax preparation, and business valuation on a part-time basis under the business name T. Robert Devoe, CPA. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Millennium Portfolio Advisors
Previous Registrations
Foresight Management CO., INC.
Modern Portfolio Advisors,
State Registrations2 states
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.