Millennial Wealth Design
Millennial Wealth Design (CRD# 173845) is a financial advisory firm headquartered in , . They manage $800,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$53,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Chad Weatherman (CRD# 5930579) is an Investment Advisor Representative working at Millennial Wealth Design in Raleigh, NC and has over 6 years of experience in the finance industry.