Devil Mountain Investment Management creates personalized financial plans with the goal of long-term wealth creation and preservation. They use ETFs, index funds, and tax-advantaged funds. Devil Mountain aims to be risk-averse and adjust investment strategies based on market conditions. Portfolios are diversified across regions and industries. All accounts are managed on a non-discretionary basis, meaning investment ideas are discussed with clients before any trades are made.
Assets Under Management$43M
Clients54
Advisors1
Avg. per Client$790K
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...