Millennium Planning Group (MPG) provides investment management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and corporations. MPG creates investment strategies based on each client's goals, risk tolerance, and time horizon. Financial planning covers areas like retirement, college, and tax planning. MPG may recommend unaffiliated investment managers through SEI Private Trust Company.
Assets Under Management$20M
Clients141
Advisors3
Avg. per Client$150K
Avg. per Advisor$6.8M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.35% |
Fees are negotiable. MPG also charges 0.5% annually for 401(k) Retirement Plan Services and 1.00% annually for Portfolio Management for Annuity and Insurance Contracts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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