Millennial Wealth
Assets Under Management
$203.7M
Number of Clients
215
Number of Advisors
3
Average Client AUM
$947K
AUM per Advisor
$67.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Millennial Wealth LLC provides personalized comprehensive financial planning and investment management services. Financial planning covers areas like cash flow, college savings, debt management, employee benefits, estate planning, goals-based planning, insurance advice, retirement planning, and tax planning. Investment management involves continuous advice based on individual client needs and goals.
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
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Location
WA, United States
