Millennium Investment & Retirement Advisors manages investment portfolios and offers consulting services for individuals, businesses, trusts, and retirement plans. The firm builds globally diversified portfolios using mutual funds and exchange-traded funds, following a strategic asset allocation approach. Millennium also provides hourly consulting for specific financial questions and specialized services for employer-sponsored retirement plans. The firm does not offer comprehensive financial planning as part of its asset management services, but helps clients define their financial objectives, manage cash flows, and navigate retirement planning.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is 1% of assets under management and is negotiable. Billed quarterly in advance or arrears.