How does the advisor help clients – Key Takeaways:
Millennial Wealth Management, LLC is a professional financial services firm that specializes in helping clients achieve their financial goals. The firm is committed to providing expert advice and personalized solutions for clients of all ages, with a particular focus on millennials.
Their team of experienced financial advisors understand the unique financial challenges millennials face and have the knowledge and resources to help them navigate through various financial decisions.
Facts and Insights
Here are some key facts and insights about Millennial Wealth Management, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $75 million | 10 | 5 years |
These numbers demonstrate the firm’s proven track record of successfully managing assets and serving clients for a significant period of time.
Financial Services Offered
Millennial Wealth Management, LLC offers a range of financial services to help clients achieve their goals. Some of the key services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Debt management
Client Types
The firm serves a diverse range of clients, including:
- Young professionals
- Families
- Business owners
- Retirees
Their tailored approach to financial planning allows them to effectively address the unique needs of each client, regardless of their age or financial situation.
Fees & Compensation
Millennial Wealth Management, LLC operates on a fee-only basis, meaning they do not earn commissions from any financial products or services recommended to clients. This ensures that their advice is unbiased and in the best interest of their clients.
Their fees are based on a percentage of assets under management and vary depending on the complexity of a client’s financial situation. This fee structure aligns the firm’s interests with that of their clients, as they only profit when their clients’ portfolios grow.
Background
The firm was founded in 2015 by a group of experienced financial advisors who saw a need for specialized financial services for millennials. Their team of advisors has a diverse background in finance, wealth management, and tax planning, allowing them to provide comprehensive solutions for their clients’ financial needs.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or disciplinary actions. Here are some important disclosures to know about Millennial Wealth Management, LLC:
- The firm does not have any disclosures on record with the Securities and Exchange Commission (SEC) or any state regulatory boards.
- No employees of the firm have any criminal or civil legal actions on their record.
- The firm has a clean record with industry regulatory bodies, including FINRA and the CFP Board.
These disclosures demonstrate the firm’s commitment to ethical and transparent practices in their financial services.