Monticello Capital Management offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. This includes investment strategy, personal investment policy, asset allocation, asset selection, and regular portfolio monitoring. They request authority to make trades without asking first. The firm reviews client accounts quarterly, triggered by market events or changes in a client's financial situation.
Assets Under Management$870K
Clients11
AdvisorsN/A
Avg. per Client$79K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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