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)
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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees may be lower for grandfathered longstanding accounts and charitable accounts.
MT, United States