Millennium Portfolio Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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
Main office
See officeAurora CO
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Devoe, Ted, Robert · Millennium Portfolio Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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.
Ted D
Series 65
Aurora, CO
Millennium Portfolio Advisors
Ted Devoe is a financial advisor with Millennium Portfolio Advisors in Aurora, CO. He holds a Series 65 designation and has 22 years of industry experience, including prior roles at Fiduciary Counsel Inc. and operating his own accounting and tax preparation business, T. Robert DeVoe, CPA, on a part-time basis. Millennium Portfolio Advisors provides discretionary investment advisory services to individuals, trusts, and retirement plans, using a non-active, buy-and-hold approach focused on low-cost mutual funds and ETFs guided by factor-based analysis. The firm integrates investment management with accounting and tax compliance services primarily for its advisory clients.
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