A. Montag & Associates, Inc. (Montag Wealth) offers portfolio management and general consulting services. At the start of the relationship, Montag discusses your investment experience, financial circumstances, and goals to develop your Investment Objectives. Montag manages investment portfolios on a discretionary basis, implementing your Investment Objectives. Montag also offers financial planning as a stand-alone service or coupled with ongoing portfolio management.
Assets Under Management$2.7B
Clients506
Advisors8
Avg. per Client$5.4M
Avg. per Advisor$340M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Minimum Annual Fee:$27,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5M+ | 0.50% |
The minimum portfolio value is generally set at $3,000,000. The minimum annual fee for any account is $27,000. Montag may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where it deems it appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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