Millennium Personal Finance, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Millennium Personal Finance offers financial planning and investment management services tailored to individuals and high-net-worth individuals. Financial planning includes evaluating a client's financial situation to develop a custom strategy. Portfolio management services are offered on a discretionary or non-discretionary basis, using a diversified mix of asset classes. Millennium also provides guidance on insurance and debt planning.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The investment management fee is not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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