Advisor at Millennium Portfolio Advisors
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Firm
Millennium Portfolio Advisors
Location
Englewood, CO
Credentials
Series 63, Series 65
Industry experience
29 years
Timothy Lawrence is a financial advisor at Millennium Portfolio Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Millennium since 2013. Millennium Portfolio Advisors provides discretionary investment advisory services to private clients, including individuals, trusts, and retirement plans. The firm employs a buy-and-hold strategy focused on low-cost mutual funds and ETFs, utilizing Fama-French three-factor analysis to structure portfolios, and offers integrated tax compliance services to its advisory 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
Englewood, CO
Colorado
Millennium Portfolio Advisors
2013 - Present (13 years)
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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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