Andrew Duncan
Andrew Duncan is a registered investment advisor at Millennium Personal Finance, LLC, based in Ypsilanti, MI, with 1 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The investment management fee is not negotiable.
Fee Estimator
Location
301 W Michigan Ave, Ste 407, Ypsilanti, MI, 48197
Get directionsHistory
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
Andrew is the head coach of high school and club swim teams at Lincoln Consolidated Schools, starting in 2025. This role involves developing training programs, running competitions, and managing athletes, taking about a quarter of his time.
Employment History
Current Registrations
Millennium Personal Finance, LLC
Previous Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management 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.