New Millennium Group
Assets Under Management
$200.6M
Number of Clients
718
Number of Advisors
9
Average Client AUM
$279K
AUM per Advisor
$22.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
New Millennium Group, LLC is an investment management firm located in Sandy, Utah. They offer both discretionary and non-discretionary investment management services, allocating client assets among equities, ETFs, and debt securities. They also provide financial planning services, including estate planning through Wealth.com for an additional fee. They specialize in retirement investing and income generation.
Fee Structure
Investment management fees are calculated monthly based on the average daily value of your portfolio, with a maximum fee of 1.50% annually. Fees may be negotiable for clients with over $2.5 million in investable assets, those engaged in 401k services, or family/employee-related accounts. Estate planning services through wealth.com are offered for a separate one-time flat fee not exceeding $1,500 per household. Financial planning services are included in the investment management fee. Stand-alone financial planning fees range from $1,000 to $10,000. Consulting fees range from $1,000 to $10,000.
Areas of Practice
Location
10050 South State Street, Sandy, UT, 84070