New Millennium Group (NMG) is an investment management firm that helps clients build, manage, and preserve their wealth. NMG specializes in retirement investing and income generation. NMG manages advisory accounts on both a discretionary and non-discretionary basis, allocating client assets among equities, ETFs, and debt securities. NMG also offers financial planning services to investment management clients and stand-alone financial planning services upon request. NMG has an arrangement with Wealth.com to provide estate planning services for a separate fee.
Fee Structure
New Millennium Group's maximum investment advisory fee is 1.50% of your portfolio's value annually. This fee covers investment advisory services and ongoing investment supervision. The fee is calculated monthly based on the average daily value of your portfolio. The firm may negotiate a lower fee of 1.00% or lower for clients with over $2.5 million in investable assets, clients engaged in 401k services, or family/employee related accounts. Financial planning services are included in the investment management fee.