Monterey Wealth offers investment advice and financial planning to individuals, high net worth individuals, corporations, and pension/profit-sharing plans. Monterey Wealth helps clients with investment objectives, asset allocation, and written investment strategies. The firm also provides financial planning consulting services, including risk assessment, investment planning, estate planning, and financial organization.
Assets Under Management$300M
Clients157
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees are negotiable for accounts of $10,000,000 or more.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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