Montana Landvest refers individuals to Allied Investment Advisors, LLC, a registered investment advisory firm, for asset management services. Montana Landvest does not offer asset management, financial planning, or other common investment advisory services directly. Montana Landvest receives a portion of the fee charged by Allied Investment Advisors, LLC for these referrals. There is a conflict of interest because Montana Landvest only recommends advisors who pay a referral fee.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Montana Landvest receives 30% of the fee charged by Allied Investment Advisors, LLC.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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