Noah Lifgren is a registered investment advisor at Monte Financial Group, LLC, based in Guilford, CT, with 1 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 434 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monte Financial Group (MFG) charges an annual management fee based on the value of your portfolio. The maximum fee is 1.00%. This fee is calculated each quarter, in advance, based on the value of your investments at the end of the previous quarter. If MFG delegates management to outside investment managers or ETFs, you'll pay their fees in addition to MFG's management fee.
Location
30 Long Hill Road, Guilford, CT, 06437
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Monte Financial Group, LLC
State Registrations2 states
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