About Millennium Advisory Services, Inc.
Millennium Advisory Services, Inc. (MAS) is a leading financial advisory firm with a team of experienced, knowledgeable and dedicated advisors. Since their inception, MAS has been committed to providing their clients with sound financial advice and helping them achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- MAS offers a wide range of financial services and solutions tailored to meet the unique needs of each client.
- Their team of expert advisors has a deep understanding of financial markets and can provide clients with valuable insights and guidance in their financial decisions.
- They prioritize building strong relationships with their clients, working closely with them to ensure their financial plans align with their long-term goals.
- MAS is committed to keeping their clients informed and updated on current market trends and opportunities.
Facts and Insights
MAS has a strong track record of success and has won numerous awards and recognition for their exceptional services. They have been in business for over 20 years and have consistently demonstrated their expertise and commitment to their clients’ financial well-being.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $5 billion (as of 2020) |
|---|---|
| Number of Advisors | 50+ |
| Time in Business | 20+ years |
Financial Services Offered
MAS offers a comprehensive range of financial services including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
- Wealth protection
Client Types
MAS serves a diverse range of clients including:
- High-net-worth individuals
- Business owners
- Corporations and institutions
- Families and individuals
Fees & Compensation
MAS operates on a fee-based compensation structure, which means that their advisors are compensated through a combination of fees and commissions. This ensures that their advisors’ interests are aligned with their clients’ best interests and they are not incentivized to sell certain products or services.
Background
MAS was founded in 1999 by a group of financial professionals with a shared vision of providing unbiased and personalized financial advice to their clients. Over the years, they have expanded their team of advisors and their range of services, while maintaining their commitment to excellence and client satisfaction.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any disclosures or conflicts of interest that may arise when working with a financial advisor. MAS prides itself on transparency and has no disclosures on record.
In conclusion, MAS is a trusted and reputable financial advisory firm with a team of experienced advisors who are dedicated to providing their clients with top-notch financial services and guidance. Their track record of success and commitment to their clients’ best interests make them a reliable choice for anyone seeking financial advice and assistance.