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
Millennium Investment & Retirement Advisors provides personalized ERISA & tax planning and investment management. Services include financial objective determination, problem identification, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. They are a fee-only firm and do not sell commissioned products.
NC, United States