Muntz Financial, led by David Muntz, is a fee-only advisor that manages investments for individuals, trusts, estates, and businesses. Muntz Financial tailors its advice to each client's goals, time horizon, and risk tolerance, offering flexibility for restrictions on individual holdings. They advise on stocks, bonds, mutual funds, and other investments, using fundamental, technical, and cyclical analysis.
Assets Under Management$150M
Clients123
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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