About MILLENNIAL WEALTH MANAGEMENT ADVISORS LLC:
MILLENNIAL WEALTH MANAGEMENT ADVISORS LLC is a well-known financial advisory firm that specializes in providing comprehensive wealth management services to millennial clients. Based in New York City, the firm was founded in 2005 and has since helped numerous clients achieve their financial goals through personalized and strategic investment strategies. With a team of experienced and knowledgeable financial experts, MILLENNIAL WEALTH MANAGEMENT ADVISORS LLC is dedicated to helping young individuals and families build and grow their wealth over the years.
How does the advisor help clients – Key Takeaways:
1. Personalized financial planning:
MILLENNIAL WEALTH MANAGEMENT ADVISORS LLC understands that every client has different financial needs and goals. That’s why they offer personalized financial planning services to help clients create a solid roadmap towards achieving their financial aspirations.
2. Strategic investment strategies:
The firm’s team of financial advisors has a deep understanding of the current market trends and economic conditions. They use this knowledge to develop tailored investment strategies that align with each client’s risk tolerance and financial goals.
3. Comprehensive wealth management:
MILLENNIAL WEALTH MANAGEMENT ADVISORS LLC offers a wide range of financial services, including wealth management, retirement planning, tax planning, insurance, and more. This allows them to provide clients with all the tools and guidance needed to achieve long-term financial success.
Facts and Insights:
Below are some interesting facts and insights about MILLENNIAL WEALTH MANAGEMENT ADVISORS LLC:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 10+ | 16 years |
Financial Services Offered:
MILLENNIAL WEALTH MANAGEMENT ADVISORS LLC offers the following financial services:
- Wealth management
- Investment management
- Retirement planning
- Tax planning
- Insurance
- Estate planning
- Education planning
- Debt management
Client Types:
The firm primarily serves young professionals and families, but also works with a diverse range of clients including:
- High-net-worth individuals
- Business owners
- Trusts and estates
- Non-profit organizations
Fees & Compensation:
MILLENNIAL WEALTH MANAGEMENT ADVISORS LLC charges a fee-based structure, meaning their advisors earn a percentage of the assets under management. This ensures that their interests are aligned with the clients’ and they are incentivized to help their clients grow their wealth.
Background:
The advisors at MILLENNIAL WEALTH MANAGEMENT ADVISORS LLC have a combined experience of over 50 years in the financial industry. They are highly qualified and hold various industry certifications, including CFP, ChFC, and CRPC. Their team-based approach allows them to provide clients with a wide range of expertise and perspectives for a well-rounded financial plan.
Financial Advisor Disclosures to Know:
It’s always important to be aware of any potential conflicts of interest or disciplinary actions when choosing a financial advisor. Below are some disclosures to know about MILLENNIAL WEALTH MANAGEMENT ADVISORS LLC:
- The firm has no disclosures.
- The advisors may earn commissions from certain insurance or investment products they recommend.
- No advisor at the firm has been involved in any disciplinary actions.