Our Services
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Millennium Investment Services is a fee-only advisory service. We don't charge commissions of any kind, so each client always knows that we’re on the same side of the table, working towards common goals. By charging a percentage of the assets under management, it’s clear that our sole motivation is to provide advice that’s in the client’s best interest. Charles Schwab's Advisor Services division serves as the primary custodian of Millennium's client assets. Schwab provides monthly brokerage statements and transaction confirmations. Millennium provides each client with detailed perfomance reports following the end of each calendar quarter. From our direct affiliation with Weiss Accountancy Corporation, Millennium provides its clients with the added benefit of a full array of additional services being at their disposal. Our expert partners and staff stand ready to assist you with all of your financial, retirement and estate planning needs. We also cater to our diverse client base by providing full business management capabilities, as well as tax and investment planning for corporations and non-profit organizations.
A summary of what we offer:
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As an accommodation to our clients in California and Nevada, we also offer commission-based brokerage services through an affiliation with Syndicated Capital, an experienced broker dealer based in Santa Monica, CA. Accounts are in the custody of Pershing LLC, a leading provider of comprehensive brokerage execution, clearance,data processing, and investment products and services.