Montana Investment Advisors INC
Assets Under Management
$47.4M
Number of Clients
40
Number of Advisors
2
Avg. Portfolio per Client
$1.2M
Avg. Managed per Advisor
$23.7M
Compensation
Fee-Only (% of Portfolio)
About This Firm
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.
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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Areas of Practice
Investment ManagementRetirement PlanningCharitable Giving
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Location
MT, United States