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Millennium Portfolio Advisors

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Client assets under management

$45,483,000

Clients

161

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

81

High

Average account size

$282,503

About

Millennium Portfolio Advisors provides discretionary investment advisory services to private clients, including individuals, trusts and retirement plans, with a typical account minimum of $50,000. The firm prepares written investment policy statements, implements and monitors portfolios, performs rebalancing and delivers periodic performance reports and retirement planning assistance.

The firm follows a non‑active, buy‑and‑hold approach that emphasizes low‑cost mutual funds and ETFs and uses factor‑based analysis — notably the Fama‑French three‑factor model — to set and evaluate portfolio exposures. Portfolios are constructed with broadly diversified stock and bond funds that seek high correlation to policy benchmarks and are reviewed and rebalanced on a periodic basis rather than traded frequently.

A distinctive feature is the firm’s affiliation with an accounting/tax compliance business that provides services primarily to advisory clients, creating an integrated tax and investment relationship that is uncommon among peers. The client base generally does not include high‑net‑worth households, and the firm commonly implements strategies using Dimensional Fund Advisors products while operating as a fee‑based, percentage‑of‑AUM adviser.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Wealth management

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Fee options

Percentage

$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

Project-based

Up to $185 per hour for non-advisory tasks, charged only with prior client approval

Other

Account minimum: $50,000 Fee-only: Negotiable fees, no commissions, quarterly advisory fees deducted directly from accounts

Main office location

Millennium Portfolio Advisors

Arlington TX, United States

Number of offices

1

Most active in

More info

Colorado · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 720-253-4524

Advisors at this firm

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user avatar

Timothy L

Series 63, Series 65

Englewood, CO

Millennium Portfolio Advisors

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.

General retirement planning Wealth management
user avatar

Ted D

Series 65

Aurora, CO

Millennium Portfolio Advisors

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.

General retirement planning Wealth management
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