Montecito Investment Strategies offers ongoing investment portfolio management services on a discretionary basis. Investment recommendations are based on each client's goals, risk tolerance, and time horizon. Montecito uses ETFs and mutual funds, and may also use equities, options, closed-end funds, fixed-income assets, and cash. Montecito offers two portfolio strategies: Protected Growth and Income. Clients cannot impose restrictions on investments based on values or beliefs. Montecito does not provide tax, accounting, or legal advice.
Assets Under Management$9.7M
Clients25
Advisors1
Avg. per Client$390K
Avg. per Advisor$9.7M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $5.0M | 1.20% |
| $5M+ | 1.00% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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