Mountain View Strategic Wealth provides wealth management services that include financial planning, investment portfolio management, insurance planning, and estate planning. Investment advice is tailored to each client's needs and objectives. The firm manages investment portfolios on a discretionary basis, meaning they can make trades without your prior approval. They also offer financial planning and consulting services for a fixed fee.
Assets Under Management$49M
Clients153
Advisors1
Avg. per Client$320K
Avg. per Advisor$49M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.45% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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