Assets Under Management
$30.0M
Number of Clients
90
Number of Advisors
1
Average Client AUM
$333K
AUM per Advisor
$30.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Millennial Wealth Management provides investment advisory services through third-party managers and comprehensive financial planning. Planning covers retirement, risk management, college savings, and more. Hourly planning is also available. They also offer employee benefit plan services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The above fee schedule does include the Outside Manager’s fee. The Outside Manager’s fee is 0.15% annually, on the assets under management.
2095 W. 6th Avenue, Suite 112, Broomfield, CO, 80020