Advisor at New Millennium Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
New Millennium Asset Management, Inc.
Location
The Villages, FL
Credentials
Series 65
Industry experience
18 years
Michael Osborne is a financial advisor at New Millennium Asset Management, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with New Millennium Asset Management since 2007. New Millennium Asset Management primarily serves individual and high-net-worth clients, managing discretionary portfolios with a combination of fundamental and technical analysis. The firm offers a range of financial planning and business consulting services, and is notable for its use of leverage and derivatives within client accounts.
Based on New Millennium Asset Management, Inc.
Based on New Millennium Asset Management, Inc.
From $1,500 to $10,000
$0 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.75% annually $5,000,001+: 0.60% annually
Up to $350/hour
Fee-only: Hourly up to $350/hour; Flat fees from $1,500 to $10,000; 50% retainer required
The Villages, FL
Florida · Kentucky · Ohio
New Millennium Asset Management
2023 - Present (3 years)
New Millennium Asset Management, Inc.
2007 - 2023 (16 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
CFP®
The Villages, FL
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Series 65
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CFP®, Series 66
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Capstonewealth
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