Mike Monteith is a CFP-designated registered investment advisor at Monteith Wealth, based in Bozeman, MT, with 8 years of industry experience. Mike operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 90 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.90% |
| $100K - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Location
517 S 22nd Ave., Suite 4, Bozeman, MT, 59718
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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
Monteith Wealth
Previous Registrations
Advisory Services Network
State Registrations4 states
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