Monte Financial Group (MFG) provides wealth management and investment services to individuals, families, and institutions. MFG offers financial planning, consulting, and investment management. For individuals, this includes retirement planning, tax strategies, and legacy planning. For institutions, MFG offers separate account management and sub-advisory services.
Assets Under Management$480M
Clients434
Advisors7
Avg. per Client$1.1M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Monte Financial Group (MFG) charges an annual management fee based on the value of your portfolio. The maximum fee is 1.00%. This fee is calculated each quarter, in advance, based on the value of your investments at the end of the previous quarter. If MFG delegates management to outside investment managers or ETFs, you'll pay their fees in addition to MFG's management fee.
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