Millennium Investment and Retirement Advisors, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
MillenniuM Investment & Retirement Advisors offers personalized financial planning and investment management services. They work with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Their advice covers financial objectives, cash flow, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. MillenniuM is a fee-only firm and does not sell commissioned products.
Assets Under Management$1.4B
Clients613
Advisors4
Avg. per Client$2.2M
Avg. per Advisor$340M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1% annual Advisory Service Agreement fee is negotiable. Current client relationships can exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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