Millennial Advisers offers investment advice tailored to your goals and risk tolerance. They monitor your accounts regularly. While they may recommend using their affiliated broker-dealer, Allied Millennial Partners, it's not required. Millennial Advisers acts as a fiduciary, putting your financial interests first.
Assets Under Management$59M
Clients297
Advisors12
Avg. per Client$200K
Avg. per Advisor$4.9M
Fee Structure
Investment management only (planning not offered)
Millennial Advisers' fee is negotiated with each client and generally ranges from 0.50% to 2.00% of your portfolio's value. The fee is deducted monthly or quarterly. If your assets are managed by a third-party money manager, you'll pay additional fees to that manager. This fee does not include transaction fees or brokerage commissions.
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