Millennial Wealth Advisors is a registered investment advisor based in Florida with branch offices in Illinois. The firm primarily offers portfolio management services with limited discretionary authority, meaning Millennial Wealth Advisors must consult with clients before making changes to account allocations, though the firm periodically rebalances accounts to maintain agreed-upon asset allocations. Millennial Wealth Advisors utilizes mutual funds, exchange-traded funds, equities, options, debt securities, and alternative investments, and may occasionally work with sub-advisers for specialized research and execution support. In addition to standard portfolio management, Millennial Wealth Advisors offers consolidated performance reporting for external accounts and assists clients with access to private placements and securities-backed lines of credit. The firm serves individuals, high-net-worth clients, family offices, pension plans, trusts, and charitable organizations, operating with a strong emphasis on customized asset allocation and ongoing client reviews.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual fee is up to 1.00% of the value of your portfolio. Complex financial instruments and alternative investments may be charged up to 2.00%. Consolidated reporting for outside accounts is available for an additional fee of up to 0.15%. Fees are negotiable.