Millennium Investment Services (MIS) offers investment management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. MIS offers different investment strategies that pursue an overall growth investment objective, mainly utilizing both U.S equity securities and mutual funds. MIS also offers concierge services such as retirement planning, personal security analysis, and trustee services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Specific fee rate for accounts greater than $1,000,000 is determined at the discretion of MIS and can range from 0.40% to 1.00% annually. MIS has clients that have differing fees than the fees referenced above, including fees that are based on a flat percentage rate with no asset-based tiers.