Millennial Wealth LLC (operating as Ignite Financial Planning) offers personalized financial planning and investment management services. MW works with clients to develop and implement financial plans, monitor progress, and recommend changes as needed. MW provides continuous advice on investing client funds based on individual needs and goals. MW primarily advises on stocks, bonds, mutual funds, and ETFs. For clients with $500,000 or more in assets, MW may offer to offset tax filing and estate planning services through partners at no additional cost.
Fee Structure
Millennial Wealth offers investment management as part of its comprehensive financial planning service. For smaller accounts (under $500,000), MW charges a fixed annual fee ranging from $2,000 to $30,000, billed monthly or quarterly. For accounts of $500,000 or more, MW charges a percentage of the assets under management, up to 1.50% annually. The exact percentage is negotiable and stated in the advisory contract. Fees are paid monthly or quarterly.
