Millennial Advisers is a registered investment advisor that provides personalized investment management services to individuals, entities, and affiliated private funds. Founded in 2013 and based in New York, Millennial Advisers builds investment strategies tailored to each client's specific objectives, risk tolerance, and time horizon. The firm uses a variety of analytical techniques, including fundamental analysis, technical analysis, and cyclical analysis, and employs strategies such as long-term and short-term purchases, options trading, and margin transactions. Millennial Advisers acts as legally required to act in your best interest, placing client financial concerns ahead of its own. Clients typically hold their accounts at approved clearing firms and custodians such as Schwab, StoneX, or Interactive Brokers. While Millennial Advisers does not generally impose a minimum account size requirement, certain third-party money managers or investment products may require minimum investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiated between the client and the investment advisor representative, generally ranging from 0.50% to 2.00% annually.