Millenium Financial Services offers personalized financial planning and investment management. Services include determining financial objectives, identifying problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Millenium Financial Services is a fee-only firm, but the firm's president may sell insurance products for commissions.
Assets Under Management$19M
Clients165
Advisors1
Avg. per Client$110K
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
Millenium Financial Services manages investments for a fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.5% to 2%, depending on the size and complexity of your portfolio. Fees are negotiable.
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