Casandra Johnson is a registered investment advisor at Montis Financial, LLC, based in Bolton, MA, with 18 years of industry experience. Casandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 541 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Montis Financial charges a fee based on the value of your portfolio. The fee ranges from 0.48% to 1.50% annually. Fees are deducted from your account at the beginning of each period. If you end the relationship, you'll receive a refund for any unearned fees. There is a $2,500 minimum quarterly fee for new clients, which may be waived.
Location
Bolton, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Montis Financial, LLC
Previous Registrations
Financial Navigators INC.
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Quasar Distributors, LLCBroker
State Street Global Markets, LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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