MontVue Capital Management is an independent financial planning and money management firm based in Lynchburg, Virginia, originally established in 1999. The registered investment advisor primarily serves high-net-worth individuals, families, trusts, endowments, and businesses by building tailored portfolios using exchange-traded funds, individual bonds, and certificates of deposit. MontVue focuses on asset allocation according to each client's risk tolerance, combining fundamental and technical analysis. In addition to continuous investment management, MontVue assists clients with goal-specific financial planning covering retirement income, college funding, estate planning, and charitable giving. Financial planning is available bundled with investment management or as a standalone service for clients who do not manage their investments through the firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
Fees are negotiable depending on individual client circumstances. Family member account values living in the same household may be combined to determine applicable fee breakpoints.