Advisor at Millennium Investment and Retirement Advisors, LLC
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Firm
Millennium Investment and Retirement Advisors, LLC
Location
Winston Salem, NC
Credentials
CFP®
Industry experience
20 years
Ricky Canipe is a CFP® professional with 20 years of industry experience, currently serving at Millennium Investment and Retirement Advisors, LLC since 2002. He is based in Winston Salem, NC, and is part of an eight-advisor team at the firm. Millennium Investment and Retirement Advisors provides fee-only investment management and comprehensive 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
2002 - Present (24 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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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