Advisor at Millennium Portfolio Advisors
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Firm
Millennium Portfolio Advisors
Location
Aurora, CO
Credentials
Series 65
Industry experience
22 years
Ted Devoe is a financial advisor at Millennium Portfolio Advisors with 21 years of industry experience. He holds a Series 65 designation and has been with Millennium Portfolio Advisors since 2005. In addition to his advisory role, he operates a part-time accounting and tax preparation business as a sole proprietor under the name T. Robert DeVoe, CPA. Millennium Portfolio Advisors provides discretionary investment advisory services to private clients, including individuals, trusts, and retirement plans. The firm employs a buy-and-hold investment strategy using low-cost mutual funds and ETFs, incorporates Fama-French three-factor analysis, and integrates tax compliance and accounting services for its clients.
$0 - $2 million: 1.25% per annum $2 million - $4 million: 1.00% per annum $4 million - $8 million: 0.75% per annum $8 million+: 0.50% per annum
Up to $185 per hour for non-advisory tasks, charged only with prior client approval
Account minimum: $50,000 Fee-only: Negotiable fees, no commissions, quarterly advisory fees deducted directly from accounts
Aurora, CO
Colorado · Texas
Millennium Portfolio Advisors
2005 - Present (21 years)
Fiduciary Counsel Inc.
2005 - Present (21 years)
T. Robert DeVoe, CPA
1980 - Present (46 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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Visionary Planning & Investment, LLC
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