Montis Financial provides investment advice through financial planning and investment asset management services. For clients with $2 million or more, Montis assesses personal factors to develop a financial plan, including asset allocation and diversification. Montis also offers retirement plan consulting services. Montis may recommend unaffiliated independent investment managers or private investment funds.
Assets Under Management$1B
Clients541
Advisors16
Avg. per Client$1.9M
Avg. per Advisor$63M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,500
Montis Financial charges a fee based on the value of your portfolio. The fee ranges from 0.48% to 1.50% annually. Fees are deducted from your account at the beginning of each period. If you end the relationship, you'll receive a refund for any unearned fees. There is a $2,500 minimum quarterly fee for new clients, which may be waived.
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