How does the advisor help clients – Key Takeaways:
- Provides expertise in financial planning and management
- Offers personalized solutions for clients’ unique financial goals
- Utilizes a holistic approach to financial advising
- Offers a wide range of financial services
- Specializes in various client types and their diverse needs
- Transparent and upfront about fees and compensation
- Committed to ongoing education and staying up-to-date on financial trends and strategies
- Emphasizes building long-term relationships with clients
Facts and Insights:
MILLENNIUM ADVISORY GROUP, LLC is a financial advisory firm that provides comprehensive financial planning and management services to clients. With a team of experienced and knowledgeable advisors, the firm helps clients achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Financial Services Offered:
- Wealth management
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Business financial planning
Client Types:
- Individuals and families
- High-net-worth individuals
- Business owners and executives
- Retirees
- Trusts and estates
- Non-profit organizations
- Corporate retirement plans
Fees & Compensation:
MILLENNIUM ADVISORY GROUP, LLC offers fee-based services, meaning they charge a fee for their services rather than receiving commission from product sales. The firm is transparent and upfront about their fees and compensation, and will provide a breakdown of costs and potential charges at the beginning of the client-advisor relationship.
Background:
MILLENNIUM ADVISORY GROUP, LLC was founded in 2005 and has since grown to become a leading financial advisory firm in the industry. Their team of advisors brings a wealth of experience and expertise to the table, with backgrounds in finance, accounting, and business.
Financial Advisor Disclosures to Know:
As a registered investment advisor, MILLENNIUM ADVISORY GROUP, LLC is required to make certain disclosures to clients. This includes any potential conflicts of interest and any disciplinary actions taken against the firm or its advisors. Clients can access these disclosures through the firm’s Form ADV, which can be found on the Securities and Exchange Commission’s website.