Advisor at Millennium Investment and Retirement Advisors, LLC
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Firm
Millennium Investment and Retirement Advisors, LLC
Location
Winston Salem, NC
Credentials
Series 63, Series 66
Industry experience
18 years
James Holland is a financial advisor with Millennium Investment and Retirement Advisors, LLC in Winston Salem, NC. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, all with Millennium since 2009. Millennium Investment and Retirement Advisors provides fee-only investment management and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation framework combining passive index funds and ETFs with selective active management, and offers ERISA 401(k) consulting, financial planning, and tax preparation services.
Based on Millennium Investment and Retirement Advisors, LLC
Based on Millennium Investment and Retirement Advisors, LLC
Retainer and Consulting Expert Agreements with negotiable fixed annual fees
1% annual Advisory Service Agreement fee, negotiable
Hourly planning services charged at $150-$250 per hour, negotiable
Account minimum: $100,000 Minimum fee: Minimum fee can be waived or negotiated based on various criteria; specific minimum not stated Fee-only: Firm is strictly fee-only, no commissions accepted
Winston Salem, NC
North Carolina · Texas
Millennium Investment and Retirement Advisors, LLC
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Winston Salem, NC
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Grand Street Capital Management, L.L.C.
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