Millennial Wealth Management offers investment management services by utilizing third-party money managers to build and oversee client portfolios, including the management of outside retirement accounts through digital platforms. In addition to investment oversight, Millennial Wealth Management provides comprehensive financial planning on an ongoing monthly basis, covering areas such as retirement preparation, cash flow and debt management, college savings, tax strategies, and estate planning. Clients can also work with Millennial Wealth Management on a project or hourly basis for specific financial advice without needing to sign up for ongoing investment management or planning retainers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees include a 0.15% annual fee for the third-party money manager and are negotiable. Total combined fees will not exceed 3% per year.