Millennium Capital Advisors (MCA) provides personalized investment advisory services including portfolio management, advisory consulting, and pension consulting. MCA develops asset allocation models based on client needs, objectives, and risk profiles. For clients in SEI programs, MCA supervises accounts and provides management and monitoring services. MCA may meet with clients' legal and tax advisors to develop investment recommendations.
Fee Structure
MCA offers portfolio management services for an annual fee that will not exceed 1.5% of the value of your assets. The fee is negotiable and billed quarterly. Clients investing in SEI asset models will also be charged administrative fees and fund expenses by SEI. MCA may combine account values of family members to determine the applicable advisory fee.