Millennium Investment and Retirement Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$1.4B
Clients523
Advisors4
Avg. per Client$2.6M
Avg. per Advisor$350M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee is 1% of assets under management and is negotiable. Billed quarterly in advance or arrears.

Fee Estimator
Your Portfolio Value
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Location

4 Advisors at this firm

Millennium Investment and Retirement Advisors, LLC - Fees, AUM & Advisors | TrueAdvisor