How does the advisor help clients – Key Takeaways:
With over 20 years of experience in the financial industry, Millennium Asset Management LLC has established itself as a trusted and reliable advisor for individuals, families, and businesses. The firm’s team of highly skilled financial experts work closely with clients to understand their unique financial goals and create personalized strategies to help them achieve financial success.
Facts and Insights
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 25 | 20 years |
Financial Services Offered
Millennium Asset Management LLC offers a wide range of financial services to cater to the diverse needs of its clients. These include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
- Education funding
Client Types
The firm serves a diverse clientele, including:
- High net worth individuals
- Business owners
- Corporations
- Non-profit organizations
Fees & Compensation
Millennium Asset Management LLC operates on a fee-based compensation model, meaning the firm charges a percentage of the assets under management as its fee. This incentivizes the firm to grow its clients’ assets and aligns its interests with those of its clients.
Additionally, the firm may also receive compensation from third-party financial institutions for recommending their products or services to clients. This is referred to as commission-based compensation.
Background
Millennium Asset Management LLC was founded in 2000 and is headquartered in New York City. With a team of experienced financial advisors, the firm has fostered strong relationships with its clients and has a track record of helping them achieve their financial goals.
Financial Advisor Disclosures to Know
It is important to note that Millennium Asset Management LLC and its advisors have no disclosures or disciplinary actions to report, according to publicly available records. This is a testament to the firm’s commitment to ethical and transparent business practices.