New Millennium Group is an investment management firm located in Sandy, Utah, specializing in retirement investing and income generation. The firm helps individuals and families build, manage, and preserve their wealth through personalized investment strategies and ongoing portfolio supervision. New Millennium Group offers both discretionary and non-discretionary investment management, meaning advisors can make trades on your behalf or consult you before taking action. Financial planning is included as part of the standard investment management service, covering cash flow, retirement income, tax strategies, and wealth transfer. The firm also assists with estate planning through a partnership with an online platform and provides consulting on specific financial topics. While New Millennium Group primarily focuses on managing investments, some advisors are also licensed insurance agents and can recommend insurance products through an affiliated agency. The firm works with individual clients, high-net-worth individuals, estates, trusts, and charitable organizations, using Fidelity Institutional Wealth Services as its primary custodian.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum advisory fee is 1.50%. Fees are negotiable to 1.00% or lower for clients with over $2.5 million in assets, retirement plan clients, or family and employee accounts.