Monticello Associates offers asset management consulting services, including developing investment policies, analyzing asset allocation, researching investment managers, monitoring manager performance, and providing performance reports. Monticello is owned by a subsidiary of Cresset Capital Management, LLC (CCM). Monticello does not manage client funds directly.
Assets Under ManagementN/A
Clients405
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Investment management only (planning not offered)
Monticello Associates does not directly manage investments for individual investors. Monticello provides consulting services to clients, including researching investment managers and monitoring their performance.
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Location
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