Millennium Investment and Retirement Advisors, LLC
Assets Under Management
$1.4B
Number of Clients
613
Number of Advisors
4
Average Client AUM
$2.2M
AUM per Advisor
$343.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MILLENNIUM provides personalized ERISA & tax planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. Financial planning is incidental and provided at no cost. The firm is strictly fee-only and does not sell commissioned products.
Fee Structure
MILLENNIUM bases its fees on a percentage of assets under management, hourly charges, and fixed fees. Investment management fees are billed quarterly, in advance or arrears. The hourly rate for limited scope engagements and tax preparation work performed separately from an Advisory Service Agreement or a Retainer Agreement is $150-$250 and is negotiable. New Advisory Service Agreement fees are calculated on a formula basis and adjusted for complexity of individual situations, based on gross income, gross assets and other financial considerations.
Areas of Practice
Location
NC, United States