Financial Mountain, Inc. offers asset management and financial planning services. For asset management, Financial Mountain determines investment goals, risk tolerance, and time horizons to create investment strategies. Financial planning includes evaluating a client's current and future financial state, including net worth, cash flow, retirement strategy, and long-term investment plans. Clients can place restrictions on investments, but this may limit engagement with Financial Mountain.
Assets Under Management$110M
Clients127
Advisors2
Avg. per Client$880K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees may be lower based on various factors, including relationship history, asset type, and anticipated future earnings.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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