Millennium Global Advisors provides investment management services to individuals, trusts, estates, charitable organizations, pensions, profit sharing plans, and corporations. The firm creates an investment policy strategy for each client based on their goals, objectives, time horizon, and risk tolerance. Investment recommendations may include equity securities, exchange traded funds, debt securities, time deposits, money market funds, commercial paper, precious metals, currencies, and real estate investment trusts.
Assets Under Management$320K
Clients7
AdvisorsN/A
Avg. per Client$46K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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