Montrusco Bolton Investments offers portfolio management services, creating and managing portfolios based on clients' individual needs. They manage US-based advisory client accounts on a discretionary basis, offering a variety of investment strategies in equity, fixed income, balanced, and alternative asset classes. Clients may invest through separate accounts or commingled private investment funds.
Fee Structure
Montrusco Bolton charges an annual fee based on a percentage of the assets they manage for you. This fee typically ranges from 0.20% to 1.12%, depending on the type of investment and the amount you invest. The fee is negotiable at Montrusco Bolton's discretion, except for fund-level fees. You'll be invoiced or your account will be debited at the end of each calendar quarter, with fees calculated monthly based on the value of your portfolio.