Montrose Advisors INC

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Assets Under Management

$647.5M

Number of Clients

Number of Advisors

Avg. Portfolio per Client

$27.0M

Avg. Managed per Advisor

$323.7M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Montrose Advisors provides investment advice to high net worth individuals, families, and small foundations. Montrose specializes in alternative assets, particularly hedge funds. Montrose tailors its advisory services to the individual needs of its clients. Montrose also provides general consulting and asset allocation services.

Fee Structure

Minimum Investment:$50M

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Areas of Practice

Investment ManagementHigh Net Worth

Location

7 East 60th Street, 2nd Floor, New York, NY, 10022

2 Advisors at this firm

CFA