Mountain Capital provides wealth management services, including financial planning and investment management, to individuals, high net worth individuals, trusts, estates, and charitable organizations. They create customized investment strategies using low-cost, diversified mutual funds and exchange-traded funds, and may also use individual stocks and bonds. Mountain Capital acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$740M
Clients1,113
Advisors15
Avg. per Client$670K
Avg. per Advisor$50M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M+ | 1.50% |
Fees above $1,500,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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