Third Millennium Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$31,135,968
Total clients
10
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$3,113,597
Client services
Fee options
Financial Planning fees fixed, typically ranging from $500 to $5,000
$0 - $250,000: 1.00% $250,000 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.50% $3,000,000 - Negotiable: Negotiable
$100 to $300 per hour for Financial Planning and Consulting Services
Account minimum: $250,000 Fee-only: Investment Supervisory Services fees based on tiered AUM schedule; Financial Planning fees fixed ($500 to $5,000) or hourly ($100 to $300 per hour); Consulting Services fees hourly ($100 to $300 per hour)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Third Millennium Advisors, Inc.
4493 Stony Point Road
Barboursville VA 22923-2119, United States
Number of offices
1
Forms ADV
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