Montana Investment Advisors manages investment portfolios for individuals, endowments, trusts, charities, and retirement accounts. The firm invests in large, fundamentally sound growth companies combined with U.S. Treasury and corporate securities. Investment objectives, preferences, and constraints are discussed during the initial consultation, and accounts are tailored to the client's needs.
Assets Under Management$47M
Clients40
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees may be lower for grandfathered longstanding accounts and charitable accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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