Millenia Financial Partners offers investment management services to clients, creating and managing portfolios based on their individual needs and goals. Millenia gathers information about clients' objectives, risk tolerance, and liquidity needs to develop a personal investment policy. Millenia manages accounts on a discretionary or non-discretionary basis.
Assets Under Management$130M
Clients52
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $500K | 1.00% |
| $500K+ | 1.00% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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