Millennial Wealth Advisors offers a range of investment advisory services, including financial planning, investment consultation, and customized portfolio management. They develop strategies based on clients' financial needs, goals, and risk tolerance. Millennial may recommend sub-advisors for specialized needs. They do not provide legal or accounting services but will coordinate with clients' existing professionals.
Fee Structure
Millennial Wealth Advisors charges an annual fee based on the value of your portfolio, billed quarterly. There are different fee schedules depending on where your assets are held.
For accounts managed and maintained with their custodian (Core Services), a $5 million minimum is required:
For accounts held at another custodian (Held Away accounts):
They also offer Consolidated Performance Reporting for clients with at least $10 million of assets.