Firm
Millennium Investment Services
Van Nuys, California
Fee-only
Millennium Investment Services at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 116 individual clients, 72 of them high net worth.
- Its average account is about $678,000 (assets it manages divided by its 227 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Van Nuys, California |
|---|---|
| Website | minvs.com |
| Phone | (818) 902-5544 |
Millennium Investment Services fees
Millennium Investment Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $154 million |
| Individual clients | 44 |
| High-net-worth clients | 72 |
| Accounts managed | 227 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-57394) |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 108744 |