Millennium Portfolio Advisors is a registered investment advisor offering discretionary investment advisory services to private clients. Millennium helps clients determine their investment objectives, designs investment policies, evaluates asset allocations, develops investment strategies, implements strategies, monitors performance, and assists with retirement planning. The firm primarily recommends no-commission ETFs and mutual funds, generally through Dimensional Fund Advisors. Millennium utilizes a non-active investment approach.
Assets Under Management$37M
Clients158
Advisors2
Avg. per Client$230K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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