New Millennium Asset Management offers investment advice, managing portfolios with stocks, bonds, ETFs, and mutual funds. They tailor investment strategies to individual client needs, reviewing and rebalancing portfolios quarterly. They also provide standalone financial planning and consulting services covering investment, retirement, estate, tax, education, and business planning. Implementation of recommendations is at the client's discretion.
Assets Under Management$33M
Clients59
Advisors1
Avg. per Client$560K
Avg. per Advisor$33M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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