Myles Overstreet is a registered investment advisor at New Millennium Group, based in Sandy, UT, with 4 years of industry experience. Myles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 895 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
New Millennium Group's maximum investment advisory fee is 1.50% of your portfolio's value annually. This fee covers investment advisory services and ongoing investment supervision. The fee is calculated monthly based on the average daily value of your portfolio. The firm may negotiate a lower fee of 1.00% or lower for clients with over $2.5 million in investable assets, clients engaged in 401k services, or family/employee related accounts. Financial planning services are included in the investment management fee.
Location
10050 South State Street, Sandy, UT, 84070
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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 ActivitiesSells Insurance
Myles works as an insurance agent offering life insurance products since May 2018. This activity, which is not investment-related, takes a few hours per week.
Employment History
Current Registrations
New Millennium Group
Previous Registrations
Capital Wealth Advisors, LLC
New Millennium Group
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.