Third Millennium Advisors provides investment advice and financial planning to individuals. They manage investment portfolios based on clients' individual needs and goals. Financial planning services include a comprehensive evaluation of a client’s current and future financial state, covering areas like tax, estate, and retirement planning. Consulting services are also available for specific financial concerns.
Assets Under Management$31M
Clients10
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees above $3,000,000 are negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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