Rick Canipe
President at Millennium Investment & Retirement Advisors, Llc
Based in Charlotte, United States
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Seniority
C-Team
Department
General Business & Management
Location
Charlotte
Industry
Financial Services
Company size
5
Contact information
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r•••••••@miracenter.com
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Background
About Rick Canipe
MillenniuM Investment & Retirement Advisers, LLC, a registered investment advisory firm founded in NC in 1994 to invest, manage and monitor money according to a prudent fiduciary process. Approved as an adviser with Dimensional(r)(dfaus.com), MillenniuM uses the Nobel academic and investment science to improve investment successes and protect ERISA clients with a few Nobel Laureates at the water cooler," DFA attempts to drive investment costs down as low as any firm in the world by reducing the most insidious investment costs called "trading fees." Specialties: IRS RETIREMENT PLAN CORRECTIONS, FEE ANALYSIS & REDUCTIONS
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